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 | $14,814 | $100,262-85.2% | $81,370-81.8% | $145,897-89.8% |
| Participation rate | 58.3% | 74.3%-15.9pp | 69.5%-11.2pp | 80.3%-22.0pp |
| Annual return | 16.50% | 34.52%-18.0pp | 24.85%-8.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,131 | $2,979-62.0% | $2,464-54.1% | $4,663-75.7% |
| Participant deferral / active EE | $4,520 | $4,612-2.0% | $3,885+16.3% | $6,689-32.4% |
| Admin fee / account holder | $302 | $8,163-96.3% | $5,749-94.8% | $13,390-97.7% |