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 | $83,399 | $88,710-6.0% | $81,783+2.0% | $145,959-42.9% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 12.58% | 1027.26%-1014.7pp | 775.05%-762.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,548 | $3,083-49.8% | $2,913-46.8% | $4,661-66.8% |
| Participant deferral / active EE | $2,067 | $4,645-55.5% | $4,320-52.2% | $6,689-69.1% |
| Admin fee / account holder | $5,791 | $8,407-31.1% | $7,380-21.5% | $13,398-56.8% |