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.
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 | $55,482 | $111,785-50.4% | $93,669-40.8% | $145,877-62.0% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 4.76% | 203.79%-199.0pp | 133.59%-128.8pp | 551.28%-546.5pp |
| Employer contribution / active EE | $2,262 | $3,096-26.9% | $2,424-6.7% | $4,663-51.5% |
| Participant deferral / active EE | $4,871 | $4,919-1.0% | $4,416+10.3% | $6,691-27.2% |
| Admin fee / account holder | $134,846 | $10,256+1214.9% | $8,291+1526.4% | $13,402+906.2% |