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 | $71,949 | $80,748-10.9% | $102,383-29.7% | $74,429-3.3% |
| Participation rate | 45.1% | 65.7%-20.6pp | 74.5%-29.4pp | 67.2%-22.1pp |
| Annual return | 0.00% | 27.57%-27.6pp | 24.94%-24.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $1,062 | $3,159-66.4% | $3,870-72.6% | $2,625-59.6% |
| Participant deferral / active EE | $1,154 | $3,861-70.1% | $5,060-77.2% | $4,348-73.5% |
| Admin fee / account holder | $609 | $2,371-74.3% | $8,391-92.7% | $1,944-68.7% |