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 | $15,565 | $108,897-85.7% | $100,378-84.5% | $145,877-89.3% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 15.78% | 58.17%-42.4pp | 49.41%-33.6pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,956 | $8,455-29.6% | $8,087-26.4% | $6,691-11.0% |
| Admin fee / account holder | $2,848 | $9,690-70.6% | $7,899-63.9% | $13,402-78.7% |