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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,409 | $150,435-56.5% | $120,580-45.8% | $145,897-55.2% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 6.34% | 154.60%-148.3pp | 107.48%-101.1pp | 552.29%-545.9pp |
| Employer contribution / active EE | $287 | $4,352-93.4% | $3,469-91.7% | $4,663-93.8% |
| Participant deferral / active EE | $10,167 | $6,174+64.7% | $4,995+103.5% | $6,689+52.0% |
| Admin fee / account holder | $401 | $12,182-96.7% | $9,418-95.7% | $13,390-97.0% |