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 | $6,371 | $101,618-93.7% | $93,063-93.2% | $137,256-95.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 29.42% | 223.95%-194.5pp | 34.15%-4.7pp | 220.34%-190.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,636 | $4,279-38.4% | $3,958-33.4% | $6,407-58.9% |
| Admin fee / account holder | $419 | $6,198-93.2% | $6,033-93.1% | $12,270-96.6% |