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 | $49,949 | $102,385-51.2% | $147,080-66.0% | $80,935-38.3% |
| Participation rate | 27.8% | 75.9%-48.1pp | 82.2%-54.4pp | 67.7%-39.9pp |
| Annual return | 4368.91% | 135.09%+4233.8pp | 420.17%+3948.7pp | 35.66%+4333.3pp |
| Employer contribution / active EE | $30 | $3,717-99.2% | $4,933-99.4% | $2,757-98.9% |
| Participant deferral / active EE | $4,546 | $6,651-31.6% | $8,066-43.6% | $4,299+5.7% |
| Admin fee / account holder | $4,033 | $7,951-49.3% | $12,989-68.9% | $6,924-41.8% |