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 | $67,271 | $111,878-39.9% | $93,727-28.2% | $145,897-53.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 9.41% | 204.28%-194.9pp | 133.83%-124.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $220 | $3,092-92.9% | $2,421-90.9% | $4,663-95.3% |
| Participant deferral / active EE | $2,333 | $4,920-52.6% | $4,417-47.2% | $6,689-65.1% |
| Admin fee / account holder | $620 | $10,256-94.0% | $8,292-92.5% | $13,390-95.4% |