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 | $49,635 | $100,970-50.8% | $96,576-48.6% | $137,256-63.8% |
| Participation rate | 0.0% | 82.6%-82.6pp | 81.4%-81.4pp | 80.0%-80.0pp |
| Annual return | 16.83% | 38.16%-21.3pp | 38.47%-21.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,369 | $8,286+25.1% | $7,956+30.3% | $6,407+61.8% |
| Admin fee / account holder | $14,992 | $11,312+32.5% | $11,381+31.7% | $12,270+22.2% |