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 | $233,839 | $201,370+16.1% | $184,256+26.9% | $145,897+60.3% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 72.57% | 29.05%+43.5pp | 28.85%+43.7pp | 552.29%-479.7pp |
| Employer contribution / active EE | $18,012 | $7,024+156.4% | $6,427+180.2% | $4,663+286.3% |
| Participant deferral / active EE | $14,517 | $9,808+48.0% | $9,133+58.9% | $6,689+117.0% |
| Admin fee / account holder | $473 | $16,364-97.1% | $13,899-96.6% | $13,390-96.5% |