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 | $55,389 | $181,062-69.4% | $158,223-65.0% | $155,188-64.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 9.20% | 57.39%-48.2pp | 52.09%-42.9pp | 148.84%-139.6pp |
| Employer contribution / active EE | $2,078 | $4,565-54.5% | $4,109-49.4% | $4,248-51.1% |
| Participant deferral / active EE | $3,818 | $6,134-37.8% | $5,467-30.2% | $6,531-41.5% |
| Admin fee / account holder | $62,294 | $18,825+230.9% | $16,047+288.2% | $14,480+330.2% |