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.
Participant 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 | $29,038 | $91,474-68.3% | $135,982-78.6% | $71,529-59.4% |
| Participation rate | 24.5% | 75.7%-51.2pp | 81.9%-57.5pp | 67.9%-43.5pp |
| Annual return | 14.14% | 29.89%-15.8pp | 68.32%-54.2pp | 28.97%-14.8pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $681 | $7,095-90.4% | $7,760-91.2% | $4,291-84.1% |
| Admin fee / account holder | $3,991 | $1,267+214.9% | $10,767-62.9% | $1,588+151.2% |