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 | $25,654 | $65,084-60.6% | $67,681-62.1% | $64,340-60.1% |
| Participation rate | 58.3% | 66.7%-8.5pp | 73.7%-15.5pp | 55.2%+3.0pp |
| Annual return | 7.64% | 20.50%-12.9pp | 590.58%-582.9pp | 24.14%-16.5pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,520 | $3,210-21.5% | $3,976-36.6% | $2,980-15.4% |
| Admin fee / account holder | $5,604 | $1,415+296.1% | $6,100-8.1% | $3,703+51.4% |