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 | $7,593 | $88,996-91.5% | $78,004-90.3% | $138,895-94.5% |
| Participation rate | 14.3% | 74.4%-60.1pp | 69.4%-55.2pp | 79.9%-65.6pp |
| Annual return | 0.00% | 28.03%-28.0pp | 31.07%-31.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,117 | $4,724-55.2% | $4,092-48.3% | $6,396-66.9% |
| Admin fee / account holder | $440 | $8,807-95.0% | $7,578-94.2% | $12,562-96.5% |