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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,296 | $46,464+72.8% | $150,298-46.6% | $79,634+0.8% |
| Participation rate | 1.1% | 57.0%-55.9pp | 77.8%-76.7pp | 62.5%-61.4pp |
| Annual return | 3.11% | 27.89%-24.8pp | 62.79%-59.7pp | 36.46%-33.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $226 | $2,157-89.5% | $5,453-95.9% | $3,835-94.1% |
| Admin fee / account holder | $141,293 | $891+15763.2% | $14,116+901.0% | $1,002+14002.3% |