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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,699 | $185,905+45.1% | $170,057+58.6% | $139,487+93.4% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 32.56% | 60.56%-28.0pp | 53.42%-20.9pp | 373.84%-341.3pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,750 | $11,627-67.7% | $10,411-64.0% | $6,713-44.1% |
| Admin fee / account holder | $2,605 | $15,397-83.1% | $12,826-79.7% | $11,407-77.2% |