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 | $28,305 | $160,070-82.3% | $147,117-80.8% | $145,897-80.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 14.79% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,347 | $5,285-55.6% | $4,932-52.4% | $4,663-49.7% |
| Participant deferral / active EE | $14,962 | $8,419+77.7% | $8,065+85.5% | $6,689+123.7% |
| Admin fee / account holder | $697 | $15,035-95.4% | $12,993-94.6% | $13,390-94.8% |