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 | $41,162 | $315,200-86.9% | $238,191-82.7% | $155,188-73.5% |
| Participation rate | 66.7% | 82.6%-15.9pp | 77.1%-10.4pp | 80.8%-14.1pp |
| Annual return | 7.46% | 10.25%-2.8pp | 13.02%-5.6pp | 148.84%-141.4pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,057 | $8,044-62.0% | $6,726-54.5% | $6,531-53.2% |
| Admin fee / account holder | $8,623 | $48,031-82.0% | $34,582-75.1% | $14,480-40.5% |