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 | $52,733 | $72,071-26.8% | $68,368-22.9% | $137,256-61.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 24.33% | 353.14%-328.8pp | 292.57%-268.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $7,284 | $2,788+161.3% | $2,649+175.0% | $4,156+75.3% |
| Participant deferral / active EE | $22,223 | $4,410+403.9% | $4,123+439.0% | $6,407+246.9% |
| Admin fee / account holder | $868 | $5,336-83.7% | $5,150-83.1% | $12,270-92.9% |