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 | $80,467 | $107,809-25.4% | $97,032-17.1% | $155,188-48.1% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 14.10% | 38.06%-24.0pp | 35.38%-21.3pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,127 | $2,911-26.9% | $2,629-19.1% | $4,248-49.9% |
| Participant deferral / active EE | $8,226 | $5,129+60.4% | $4,672+76.0% | $6,531+25.9% |
| Admin fee / account holder | $802 | $10,717-92.5% | $9,418-91.5% | $14,480-94.5% |