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 | $206,413 | $160,070+29.0% | $147,117+40.3% | $145,897+41.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.12% | 98.69%-82.6pp | 420.54%-404.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,667 | $5,285-68.5% | $4,932-66.2% | $4,663-64.3% |
| Participant deferral / active EE | $11,800 | $8,419+40.2% | $8,065+46.3% | $6,689+76.4% |
| Admin fee / account holder | $1,273 | $15,035-91.5% | $12,993-90.2% | $13,390-90.5% |