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 | $35,871 | $110,137-67.4% | $161,149-77.7% | $82,637-56.6% |
| Participation rate | 68.6% | 72.4%-3.8pp | 78.8%-10.3pp | 68.1%+0.5pp |
| Annual return | 25.50% | 20.69%+4.8pp | 21.16%+4.3pp | 53.51%-28.0pp |
| Employer contribution / active EE | $3,054 | $2,856+6.9% | $4,360-30.0% | $2,552+19.7% |
| Participant deferral / active EE | $6,108 | $4,575+33.5% | $6,153-0.7% | $4,126+48.0% |
| Admin fee / account holder | $30,638 | $9,467+223.6% | $15,194+101.6% | $7,339+317.5% |