Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,360 | $199,109-39.0% | $173,730-30.1% | $154,746-21.6% |
| Participation rate | 44.4% | 82.8%-38.4pp | 79.6%-35.1pp | 80.7%-36.3pp |
| Annual return | 5.63% | 20.02%-14.4pp | 19.96%-14.3pp | 172.34%-166.7pp |
| Employer contribution / active EE | $2,066 | $5,311-61.1% | $4,577-54.9% | $4,379-52.8% |
| Participant deferral / active EE | $3,153 | $7,113-55.7% | $6,326-50.2% | $6,730-53.2% |
| Admin fee / account holder | $106,822 | $20,916+410.7% | $17,523+509.6% | $14,365+643.6% |