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 | $213,785-77.7% | $185,441-74.3% | $155,188-69.2% |
| Participation rate | 54.2% | 83.2%-29.1pp | 80.3%-26.1pp | 80.8%-26.6pp |
| Annual return | 16.82% | 19.97%-3.1pp | 20.16%-3.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,679 | $6,864-61.0% | $6,152-56.5% | $6,531-59.0% |
| Admin fee / account holder | $618 | $21,134-97.1% | $17,890-96.5% | $14,480-95.7% |