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 | $44,966 | $110,379-59.3% | $102,412-56.1% | $145,884-69.2% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 11.34% | 24.84%-13.5pp | 24.94%-13.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,948 | $4,216-53.8% | $3,870-49.7% | $4,662-58.2% |
| Participant deferral / active EE | $2,962 | $5,622-47.3% | $5,060-41.5% | $6,690-55.7% |
| Admin fee / account holder | $343 | $9,745-96.5% | $8,388-95.9% | $13,392-97.4% |