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 | $41,617 | $174,379-76.1% | $152,093-72.6% | $138,895-70.0% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 22.17% | 74.86%-52.7pp | 66.36%-44.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $3,383 | $4,652-27.3% | $4,175-19.0% | $4,194-19.3% |
| Participant deferral / active EE | $7,833 | $6,159+27.2% | $5,451+43.7% | $6,396+22.5% |
| Admin fee / account holder | $1,377 | $16,880-91.8% | $14,497-90.5% | $12,562-89.0% |