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.
Participant 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 | $141,266 | $50,902+177.5% | $155,534-9.2% | $77,736+81.7% |
| Participation rate | 1.1% | 63.1%-62.0pp | 78.2%-77.1pp | 70.6%-69.5pp |
| Annual return | 19.86% | 34.85%-15.0pp | 64.92%-45.1pp | 31.26%-11.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $176 | $2,824-93.8% | $5,630-96.9% | $4,651-96.2% |
| Admin fee / account holder | $11,591 | $437+2552.6% | $15,900-27.1% | $433+2575.0% |