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 | $12,144 | $88,710-86.3% | $81,783-85.2% | $145,959-91.7% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.4%-25.3pp | 80.3%-33.2pp |
| Annual return | 10.67% | 1027.26%-1016.6pp | 775.05%-764.4pp | 561.95%-551.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,020 | $4,645-35.0% | $4,320-30.1% | $6,689-54.8% |
| Admin fee / account holder | $960 | $8,407-88.6% | $7,380-87.0% | $13,398-92.8% |