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 | $37,725 | $102,429-63.2% | $147,096-74.4% | $80,925-53.4% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 0.00% | 135.02%-135.0pp | 419.75%-419.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $2,059 | $3,716-44.6% | $4,936-58.3% | $2,756-25.3% |
| Participant deferral / active EE | $4,785 | $6,649-28.0% | $8,071-40.7% | $4,299+11.3% |
| Admin fee / account holder | $518 | $7,957-93.5% | $13,005-96.0% | $6,940-92.5% |