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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,684 | $59,456+5.4% | $93,669-33.1% | $74,429-15.8% |
| Participation rate | 45.5% | 59.6%-14.2pp | 68.7%-23.3pp | 67.2%-21.8pp |
| Annual return | 7.54% | 82.00%-74.5pp | 133.59%-126.0pp | 1368.38%-1360.8pp |
| Employer contribution / active EE | $190 | $1,266-85.0% | $2,424-92.2% | $2,625-92.8% |
| Participant deferral / active EE | $2,543 | $3,052-16.7% | $4,416-42.4% | $4,348-41.5% |
| Admin fee / account holder | $65,244 | $3,026+2056.2% | $8,291+686.9% | $1,944+3255.6% |