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.
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 | $16,071 | $55,470-71.0% | $155,556-89.7% | $74,478-78.4% |
| Participation rate | 19.8% | 61.9%-42.1pp | 78.2%-58.4pp | 67.2%-47.4pp |
| Annual return | 8.85% | 269.80%-261.0pp | 64.84%-56.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $455 | $2,267-79.9% | $4,675-90.3% | $2,626-82.7% |
| Participant deferral / active EE | $834 | $2,838-70.6% | $5,631-85.2% | $4,350-80.8% |
| Admin fee / account holder | $1,232 | $1,744-29.4% | $15,885-92.2% | $1,946-36.7% |