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 | $9,106 | $110,039-91.7% | $97,260-90.6% | $145,884-93.8% |
| Participation rate | 30.0% | 75.9%-45.9pp | 72.7%-42.7pp | 80.3%-50.3pp |
| Annual return | 16.89% | 244.44%-227.6pp | 75.54%-58.7pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,028 | $3,074-66.6% | $2,721-62.2% | $4,662-78.0% |
| Participant deferral / active EE | $1,069 | $4,674-77.1% | $4,262-74.9% | $6,690-84.0% |
| Admin fee / account holder | $578 | $6,204-90.7% | $5,640-89.8% | $13,392-95.7% |