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 | $20,854 | $107,666-80.6% | $102,184-79.6% | $154,746-86.5% |
| Participation rate | 61.5% | 83.7%-22.2pp | 82.6%-21.1pp | 80.7%-19.2pp |
| Annual return | 29.75% | 29.33%+0.4pp | 31.58%-1.8pp | 172.34%-142.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,834 | $8,719+24.3% | $8,309+30.4% | $6,730+61.0% |
| Admin fee / account holder | $1,742 | $12,943-86.5% | $11,609-85.0% | $14,365-87.9% |