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 | $9,263 | $58,258-84.1% | $81,820-88.7% | $80,925-88.6% |
| Participation rate | 59.5% | 63.5%-4.0pp | 72.4%-12.9pp | 67.7%-8.2pp |
| Annual return | 0.00% | 41.76%-41.8pp | 777.93%-777.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,349 | $2,345-42.5% | $2,915-53.7% | $2,756-51.0% |
| Participant deferral / active EE | $2,485 | $3,284-24.3% | $4,323-42.5% | $4,299-42.2% |
| Admin fee / account holder | $706 | $4,976-85.8% | $7,391-90.5% | $6,940-89.8% |