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 | $22,320 | $55,470-59.8% | $155,556-85.7% | $74,478-70.0% |
| Participation rate | 64.0% | 61.9%+2.1pp | 78.2%-14.2pp | 67.2%-3.2pp |
| Annual return | 17.44% | 269.80%-252.4pp | 64.84%-47.4pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $776 | $2,267-65.8% | $4,675-83.4% | $2,626-70.5% |
| Participant deferral / active EE | $2,697 | $2,838-5.0% | $5,631-52.1% | $4,350-38.0% |
| Admin fee / account holder | $1,688 | $1,744-3.2% | $15,885-89.4% | $1,946-13.2% |