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 | $74,539 | $67,823+9.9% | $52,425+42.2% | $137,256-45.7% |
| Participation rate | 12.5% | 63.9%-51.4pp | 55.6%-43.1pp | 80.0%-67.5pp |
| Annual return | 23.45% | 219.11%-195.7pp | 302.12%-278.7pp | 220.34%-196.9pp |
| Employer contribution / active EE | $372 | $1,163-68.0% | $914-59.3% | $4,156-91.1% |
| Participant deferral / active EE | $3,875 | $2,288+69.4% | $1,790+116.4% | $6,407-39.5% |
| Admin fee / account holder | $1,221 | $2,844-57.1% | $2,495-51.1% | $12,270-90.0% |