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 | $35,139 | $76,834-54.3% | $108,359-67.6% | $87,485-59.8% |
| Participation rate | 64.5% | 61.7%+2.7pp | 70.1%-5.6pp | 68.9%-4.5pp |
| Annual return | 15.18% | 19.09%-3.9pp | 36.89%-21.7pp | 26.06%-10.9pp |
| Employer contribution / active EE | $799 | $1,556-48.6% | $2,399-66.7% | $2,596-69.2% |
| Participant deferral / active EE | $2,681 | $3,100-13.5% | $4,137-35.2% | $4,274-37.3% |
| Admin fee / account holder | $3,223 | $6,537-50.7% | $9,741-66.9% | $7,775-58.5% |