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 | $70,289 | $129,737-45.8% | $119,126-41.0% | $154,746-54.6% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 13.52% | 379.08%-365.6pp | 282.11%-268.6pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,200 | $4,375-49.7% | $4,034-45.5% | $4,379-49.8% |
| Participant deferral / active EE | $17,215 | $5,842+194.7% | $5,318+223.7% | $6,730+155.8% |
| Admin fee / account holder | $3,975 | $11,961-66.8% | $10,693-62.8% | $14,365-72.3% |