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 | $30,975 | $80,812-61.7% | $160,784-80.7% | $82,448-62.4% |
| Participation rate | 69.2% | 66.2%+3.0pp | 77.0%-7.7pp | 68.1%+1.2pp |
| Annual return | 13.94% | 100.59%-86.7pp | 1803.92%-1790.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,456 | $2,174-33.0% | $3,733-61.0% | $2,551-42.9% |
| Participant deferral / active EE | $1,862 | $4,335-57.1% | $6,293-70.4% | $4,139-55.0% |
| Admin fee / account holder | $13,003 | $7,695+69.0% | $9,717+33.8% | $7,234+79.7% |