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 | $21,532 | $76,407-71.8% | $150,298-85.7% | $82,448-73.9% |
| Participation rate | 64.5% | 66.4%-1.9pp | 77.8%-13.2pp | 68.1%-3.6pp |
| Annual return | 10.69% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $560 | $2,614-78.6% | $4,154-86.5% | $2,551-78.1% |
| Participant deferral / active EE | $1,460 | $3,214-54.6% | $5,453-73.2% | $4,139-64.7% |
| Admin fee / account holder | $6,863 | $6,352+8.0% | $14,116-51.4% | $7,234-5.1% |