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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,115 | $91,525-68.2% | $130,026-77.6% | $75,181-61.3% |
| Participation rate | 43.8% | 71.4%-27.7pp | 78.5%-34.7pp | 67.2%-23.4pp |
| Annual return | 0.00% | -631.40%+631.4pp | -137.26%+137.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $669 | $4,342-84.6% | $5,821-88.5% | $4,126-83.8% |
| Admin fee / account holder | $8,360 | $6,778+23.3% | $10,608-21.2% | $5,650+48.0% |