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 | $26,758 | $72,071-62.9% | $68,368-60.9% | $137,256-80.5% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 35.34% | 353.14%-317.8pp | 292.57%-257.2pp | 220.34%-185.0pp |
| Employer contribution / active EE | $119 | $2,788-95.7% | $2,649-95.5% | $4,156-97.1% |
| Participant deferral / active EE | $6,965 | $4,410+57.9% | $4,123+69.0% | $6,407+8.7% |
| Admin fee / account holder | $339 | $5,336-93.6% | $5,150-93.4% | $12,270-97.2% |