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.
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 | $40,299 | $111,535-63.9% | $105,223-61.7% | $137,256-70.6% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 11.27% | 237.85%-226.6pp | 180.65%-169.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,508 | $3,939-61.7% | $3,689-59.1% | $4,156-63.7% |
| Participant deferral / active EE | $2,876 | $5,500-47.7% | $5,072-43.3% | $6,407-55.1% |
| Admin fee / account holder | $60,354 | $9,721+520.8% | $8,859+581.3% | $12,270+391.9% |