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 | $62,629 | $117,895-46.9% | $102,460-38.9% | $145,897-57.1% |
| Participation rate | 47.8% | 78.6%-30.8pp | 76.5%-28.7pp | 80.3%-32.5pp |
| Annual return | 13.30% | 31.92%-18.6pp | 29.47%-16.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,134 | $3,619-68.7% | $3,025-62.5% | $4,663-75.7% |
| Participant deferral / active EE | $1,422 | $5,736-75.2% | $5,056-71.9% | $6,689-78.7% |
| Admin fee / account holder | $938 | $13,353-93.0% | $9,460-90.1% | $13,390-93.0% |