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 | $84,804 | $154,228-45.0% | $145,433-41.7% | $137,256-38.2% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $4,170 | $4,804-13.2% | $4,554-8.5% | $4,156+0.3% |
| Participant deferral / active EE | $8,999 | $8,216+9.5% | $7,897+14.0% | $6,407+40.5% |
| Admin fee / account holder | $452 | $14,344-96.9% | $13,129-96.6% | $12,270-96.3% |