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 | $34,970 | $114,119-69.4% | $107,187-67.4% | $138,895-74.8% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 79.9%-49.9pp |
| Annual return | 14.61% | 273.21%-258.6pp | 204.55%-189.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $346 | $4,059-91.5% | $3,782-90.8% | $4,194-91.7% |
| Participant deferral / active EE | $1,552 | $5,538-72.0% | $5,096-69.5% | $6,396-75.7% |
| Admin fee / account holder | $22,354 | $10,024+123.0% | $9,162+144.0% | $12,562+77.9% |