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 | $22,030 | $49,657-55.6% | $93,063-76.3% | $67,986-67.6% |
| Participation rate | 45.5% | 49.9%-4.5pp | 72.1%-26.7pp | 57.2%-11.8pp |
| Annual return | 30.63% | 26.27%+4.4pp | 34.15%-3.5pp | 31.67%-1.0pp |
| Employer contribution / active EE | $1,552 | $1,279+21.4% | $2,476-37.3% | $2,019-23.1% |
| Participant deferral / active EE | $2,654 | $2,484+6.8% | $3,958-33.0% | $3,358-21.0% |
| Admin fee / account holder | $1,929 | $2,843-32.2% | $6,033-68.0% | $3,203-39.8% |