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 | $18,131 | $211,224-91.4% | $178,505-89.8% | $145,897-87.6% |
| Participation rate | 68.8% | 80.8%-12.1pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 13.08% | 30.28%-17.2pp | 27.16%-14.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,255 | $4,577-50.7% | $3,955-43.0% | $4,663-51.6% |
| Participant deferral / active EE | $3,409 | $6,966-51.1% | $6,280-45.7% | $6,689-49.0% |
| Admin fee / account holder | $412 | $12,109-96.6% | $10,428-96.0% | $13,390-96.9% |