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 | $77,658 | $160,070-51.5% | $147,117-47.2% | $145,897-46.8% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 8010.17% | 98.69%+7911.5pp | 420.54%+7589.6pp | 552.29%+7457.9pp |
| Employer contribution / active EE | $416 | $5,285-92.1% | $4,932-91.6% | $4,663-91.1% |
| Participant deferral / active EE | $3,977 | $8,419-52.8% | $8,065-50.7% | $6,689-40.5% |
| Admin fee / account holder | $6,929 | $15,035-53.9% | $12,993-46.7% | $13,390-48.3% |