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 | $17,651 | $81,276-78.3% | $155,574-88.7% | $80,925-78.2% |
| Participation rate | 64.3% | 66.2%-2.0pp | 78.2%-13.9pp | 67.7%-3.4pp |
| Annual return | 19.28% | 33.36%-14.1pp | 64.87%-45.6pp | 35.65%-16.4pp |
| Employer contribution / active EE | $1,558 | $3,103-49.8% | $4,676-66.7% | $2,756-43.5% |
| Participant deferral / active EE | $2,770 | $3,453-19.8% | $5,629-50.8% | $4,299-35.6% |
| Admin fee / account holder | $712 | $7,993-91.1% | $15,914-95.5% | $6,940-89.7% |