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 | $29,485 | $57,061-48.3% | $85,063-65.3% | $80,911-63.6% |
| Participation rate | 25.9% | 56.3%-30.4pp | 67.5%-41.6pp | 67.6%-41.7pp |
| Annual return | 9.64% | 21.66%-12.0pp | 66.54%-56.9pp | 35.63%-26.0pp |
| Employer contribution / active EE | $150 | $1,799-91.7% | $2,727-94.5% | $2,756-94.6% |
| Participant deferral / active EE | $1,202 | $3,110-61.3% | $4,523-73.4% | $4,297-72.0% |
| Admin fee / account holder | $4,105 | $4,986-17.7% | $6,155-33.3% | $6,935-40.8% |