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 | $26,124 | $102,595-74.5% | $94,057-72.2% | $154,746-83.1% |
| Participation rate | 36.8% | 76.0%-39.2pp | 73.3%-36.5pp | 80.7%-43.9pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,155 | $5,118-77.4% | $4,709-75.5% | $6,730-82.8% |
| Admin fee / account holder | $829 | $7,736-89.3% | $7,244-88.6% | $14,365-94.2% |