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 | $20,639 | $183,516-88.8% | $155,534-86.7% | $145,884-85.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 20.79% | 61.43%-40.6pp | 64.92%-44.1pp | 551.85%-531.1pp |
| Employer contribution / active EE | $5,319 | $5,315+0.1% | $4,675+13.8% | $4,662+14.1% |
| Participant deferral / active EE | $12,783 | $6,467+97.7% | $5,630+127.0% | $6,690+91.1% |
| Admin fee / account holder | $584 | $19,293-97.0% | $15,900-96.3% | $13,392-95.6% |