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 | $28,662 | $29,667-3.4% | $56,441-49.2% | $80,874-64.6% |
| Participation rate | 27.6% | 41.7%-14.1pp | 52.5%-24.9pp | 67.6%-40.1pp |
| Annual return | 17.41% | 35.22%-17.8pp | 1704.21%-1686.8pp | 35.62%-18.2pp |
| Employer contribution / active EE | $535 | $669-20.1% | $1,039-48.5% | $2,756-80.6% |
| Participant deferral / active EE | $1,752 | $1,227+42.8% | $1,953-10.3% | $4,297-59.2% |
| Admin fee / account holder | $1,045 | $2,429-57.0% | $2,829-63.1% | $6,935-84.9% |