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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,865 | $183,516-90.3% | $155,534-88.5% | $145,884-87.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,045 | $5,315-61.5% | $4,675-56.2% | $4,662-56.1% |
| Participant deferral / active EE | $6,075 | $6,467-6.1% | $5,630+7.9% | $6,690-9.2% |
| Admin fee / account holder | $926 | $19,293-95.2% | $15,900-94.2% | $13,392-93.1% |