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 | $46,845 | $76,608-38.9% | $56,077-16.5% | $145,877-67.9% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 13.74% | 3009.59%-2995.8pp | 1709.28%-1695.5pp | 551.28%-537.5pp |
| Employer contribution / active EE | $668 | $1,382-51.7% | $1,040-35.8% | $4,663-85.7% |
| Participant deferral / active EE | $1,473 | $2,624-43.9% | $1,954-24.6% | $6,691-78.0% |
| Admin fee / account holder | $581 | $3,325-82.5% | $2,825-79.4% | $13,402-95.7% |