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 | $126,875 | $212,386-40.3% | $199,883-36.5% | $138,895-8.7% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 11.46% | 47.75%-36.3pp | 43.81%-32.3pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,370 | $6,625-64.2% | $6,261-62.2% | $4,194-43.5% |
| Participant deferral / active EE | $6,510 | $9,617-32.3% | $9,138-28.8% | $6,396+1.8% |
| Admin fee / account holder | $2,538 | $18,233-86.1% | $17,268-85.3% | $12,562-79.8% |