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 | $121,572 | $58,234+108.8% | $81,783+48.7% | $80,874+50.3% |
| Participation rate | 39.7% | 63.4%-23.7pp | 72.4%-32.6pp | 67.6%-27.9pp |
| Annual return | 0.00% | 41.70%-41.7pp | 775.05%-775.1pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,521 | $3,283-53.7% | $4,320-64.8% | $4,297-64.6% |
| Admin fee / account holder | $1,932 | $4,982-61.2% | $7,380-73.8% | $6,935-72.1% |