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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,032 | $73,787-18.6% | $98,716-39.2% | $82,448-27.2% |
| Participation rate | 20.5% | 61.4%-40.9pp | 69.3%-48.8pp | 68.1%-47.6pp |
| Annual return | 12.88% | 18.57%-5.7pp | 31.81%-18.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $218 | $1,511-85.6% | $2,279-90.4% | $2,551-91.5% |
| Participant deferral / active EE | $3,017 | $3,081-2.1% | $4,048-25.5% | $4,139-27.1% |
| Admin fee / account holder | $17,873 | $6,500+175.0% | $8,703+105.4% | $7,234+147.1% |