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 | $146,572 | $111,785+31.1% | $93,669+56.5% | $145,877+0.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 26.35% | 203.79%-177.4pp | 133.59%-107.2pp | 551.28%-524.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,000 | $4,919+205.0% | $4,416+239.7% | $6,691+124.2% |
| Admin fee / account holder | $4,543 | $10,256-55.7% | $8,291-45.2% | $13,402-66.1% |