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 | $46,822 | $180,749-74.1% | $160,784-70.9% | $137,256-65.9% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 6.51% | 2234.46%-2228.0pp | 1803.92%-1797.4pp | 220.34%-213.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,350 | $6,844-80.3% | $6,293-78.5% | $6,407-78.9% |
| Admin fee / account holder | $50,661 | $10,397+387.3% | $9,717+421.4% | $12,270+312.9% |