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 | $25,849 | $183,592-85.9% | $155,574-83.4% | $145,877-82.3% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 10.22% | 61.37%-51.2pp | 64.87%-54.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,105 | $5,317-79.2% | $4,676-76.4% | $4,663-76.3% |
| Participant deferral / active EE | $3,332 | $6,466-48.5% | $5,629-40.8% | $6,691-50.2% |
| Admin fee / account holder | $3,042 | $19,316-84.3% | $15,914-80.9% | $13,402-77.3% |