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 | $71,606 | $55,446+29.1% | $155,574-54.0% | $74,429-3.8% |
| Participation rate | 22.9% | 61.9%-39.0pp | 78.2%-55.3pp | 67.2%-44.3pp |
| Annual return | 0.00% | 269.20%-269.2pp | 64.87%-64.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $1,027 | $2,266-54.7% | $4,676-78.0% | $2,625-60.9% |
| Participant deferral / active EE | $943 | $2,836-66.8% | $5,629-83.3% | $4,348-78.3% |
| Admin fee / account holder | $1,852 | $1,743+6.2% | $15,914-88.4% | $1,944-4.8% |