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 | $33,814 | $87,037-61.1% | $106,201-68.2% | $80,874-58.2% |
| Participation rate | 44.0% | 70.4%-26.4pp | 75.3%-31.3pp | 67.6%-23.6pp |
| Annual return | 6.14% | 17.05%-10.9pp | 116.26%-110.1pp | 35.62%-29.5pp |
| Employer contribution / active EE | $505 | $2,396-78.9% | $3,170-84.1% | $2,756-81.7% |
| Participant deferral / active EE | $2,664 | $3,986-33.2% | $5,012-46.8% | $4,297-38.0% |
| Admin fee / account holder | $49,744 | $8,434+489.8% | $11,039+350.6% | $6,935+617.3% |