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 | $49,010 | $76,519-36.0% | $56,025-12.5% | $145,897-66.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 8.91% | 3017.03%-3008.1pp | 1712.69%-1703.8pp | 552.29%-543.4pp |
| Employer contribution / active EE | $764 | $1,383-44.8% | $1,042-26.7% | $4,663-83.6% |
| Participant deferral / active EE | $6,327 | $2,624+141.1% | $1,955+223.7% | $6,689-5.4% |
| Admin fee / account holder | $1,225 | $3,331-63.2% | $2,828-56.7% | $13,390-90.9% |