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 | $35,405 | $96,678-63.4% | $86,640-59.1% | $139,466-74.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 17.25% | 106.69%-89.4pp | 592.52%-575.3pp | 373.66%-356.4pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,521 | $4,837+34.8% | $4,438+46.9% | $6,712-2.8% |
| Admin fee / account holder | $7,020 | $6,410+9.5% | $5,616+25.0% | $11,409-38.5% |