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.
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 | $64,471 | $55,470+16.2% | $155,556-58.6% | $74,478-13.4% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.7pp | 67.2%-10.7pp |
| Annual return | 10.46% | 269.80%-259.3pp | 64.84%-54.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,990 | $2,267-12.2% | $4,675-57.4% | $2,626-24.2% |
| Participant deferral / active EE | $3,827 | $2,838+34.9% | $5,631-32.0% | $4,350-12.0% |
| Admin fee / account holder | $2,211 | $1,744+26.7% | $15,885-86.1% | $1,946+13.6% |