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 | $73,920 | $178,174-58.5% | $156,181-52.7% | $137,256-46.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 15.02% | 84.19%-69.2pp | 64.87%-49.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $4,438 | $4,972-10.7% | $4,294+3.4% | $4,156+6.8% |
| Participant deferral / active EE | $14,508 | $6,888+110.6% | $6,132+136.6% | $6,407+126.4% |
| Admin fee / account holder | $11,809 | $17,404-32.2% | $14,586-19.0% | $12,270-3.8% |