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 | $29,027 | $100,970-71.3% | $96,576-69.9% | $137,256-78.9% |
| Participation rate | 69.2% | 82.6%-13.4pp | 81.4%-12.2pp | 80.0%-10.7pp |
| Annual return | 29.36% | 38.16%-8.8pp | 38.47%-9.1pp | 220.34%-191.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,783 | $8,286+54.3% | $7,956+60.7% | $6,407+99.5% |
| Admin fee / account holder | $3,507 | $11,312-69.0% | $11,381-69.2% | $12,270-71.4% |