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 | $43,631 | $60,349-27.7% | $74,184-41.2% | $62,881-30.6% |
| Participation rate | 34.0% | 72.7%-38.7pp | 76.6%-42.6pp | 69.3%-35.3pp |
| Annual return | -5.44% | 21.38%-26.8pp | 17.74%-23.2pp | 20.14%-25.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,384 | $2,856-51.5% | $3,550-61.0% | $3,203-56.8% |
| Admin fee / account holder | $1,930 | $4,261-54.7% | $5,586-65.5% | $4,296-55.1% |