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 | $108,882-26.1% | $96,754-16.8% | $154,746-48.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 14.10% | 98.39%-84.3pp | 82.04%-67.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,127 | $3,018-29.5% | $2,679-20.6% | $4,379-51.4% |
| Participant deferral / active EE | $8,226 | $5,323+54.5% | $4,758+72.9% | $6,730+22.2% |
| Admin fee / account holder | $802 | $10,200-92.1% | $8,905-91.0% | $14,365-94.4% |