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 | $67,892 | $55,930+21.4% | $76,089-10.8% | $80,925-16.1% |
| Participation rate | 39.5% | 62.1%-22.6pp | 69.1%-29.6pp | 67.7%-28.2pp |
| Annual return | 17.15% | 20.58%-3.4pp | 360.94%-343.8pp | 35.65%-18.5pp |
| Employer contribution / active EE | $2,779 | $1,866+48.9% | $2,690+3.3% | $2,756+0.8% |
| Participant deferral / active EE | $5,507 | $3,051+80.5% | $4,259+29.3% | $4,299+28.1% |
| Admin fee / account holder | $4,038 | $5,241-23.0% | $6,418-37.1% | $6,940-41.8% |