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.
Participant 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 | $25,770 | $160,028-83.9% | $147,080-82.5% | $145,884-82.3% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 3.09% | 98.60%-95.5pp | 420.17%-417.1pp | 551.85%-548.8pp |
| Employer contribution / active EE | $1,345 | $5,286-74.5% | $4,933-72.7% | $4,662-71.1% |
| Participant deferral / active EE | $1,882 | $8,422-77.7% | $8,066-76.7% | $6,690-71.9% |
| Admin fee / account holder | $44,160 | $15,030+193.8% | $12,989+240.0% | $13,392+229.7% |