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 | $14,750 | $100,203-85.3% | $85,240-82.7% | $145,897-89.9% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 13.11% | 84.28%-71.2pp | 66.75%-53.6pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,180 | $3,242-63.6% | $2,735-56.9% | $4,663-74.7% |
| Participant deferral / active EE | $2,855 | $5,299-46.1% | $4,527-36.9% | $6,689-57.3% |
| Admin fee / account holder | $796 | $7,265-89.0% | $6,165-87.1% | $13,390-94.1% |