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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,026 | $102,422+61.1% | $147,117+12.2% | $80,959+103.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 11.76% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $766 | $3,717-79.4% | $4,932-84.5% | $2,757-72.2% |
| Participant deferral / active EE | $4,280 | $6,652-35.7% | $8,065-46.9% | $4,300-0.5% |
| Admin fee / account holder | $2,533 | $7,953-68.1% | $12,993-80.5% | $6,925-63.4% |