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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,351 | $49,896+169.3% | $80,627+66.6% | $75,173+78.7% |
| Participation rate | 11.9% | 55.3%-43.4pp | 67.0%-55.1pp | 67.2%-55.3pp |
| Annual return | 17.44% | 34.67%-17.2pp | 936.76%-919.3pp | 160.72%-143.3pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,221 | $2,992-59.2% | $4,443-72.5% | $4,126-70.4% |
| Admin fee / account holder | $1,195 | $3,578-66.6% | $5,381-77.8% | $5,651-78.9% |