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 | $47,728 | $199,109-76.0% | $173,730-72.5% | $154,746-69.2% |
| Participation rate | 54.2% | 82.8%-28.6pp | 79.6%-25.4pp | 80.7%-26.5pp |
| Annual return | 16.82% | 20.02%-3.2pp | 19.96%-3.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,679 | $7,113-62.3% | $6,326-57.7% | $6,730-60.2% |
| Admin fee / account holder | $618 | $20,916-97.0% | $17,523-96.5% | $14,365-95.7% |