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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,575 | $201,344-86.3% | $184,243-85.0% | $145,877-81.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 4.91% | 29.01%-24.1pp | 28.82%-23.9pp | 551.28%-546.4pp |
| Employer contribution / active EE | $466 | $7,022-93.4% | $6,427-92.7% | $4,663-90.0% |
| Participant deferral / active EE | $13,362 | $9,807+36.3% | $9,132+46.3% | $6,691+99.7% |
| Admin fee / account holder | $24,361 | $16,382+48.7% | $13,914+75.1% | $13,402+81.8% |