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 | $27,571 | $167,030-83.5% | $135,768-79.7% | $155,188-82.2% |
| Participation rate | 23.5% | 76.2%-52.6pp | 71.1%-47.5pp | 80.8%-57.3pp |
| Annual return | 21.61% | 678.39%-656.8pp | 526.10%-504.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $309 | $4,132-92.5% | $3,394-90.9% | $4,248-92.7% |
| Participant deferral / active EE | $1,735 | $4,528-61.7% | $3,977-56.4% | $6,531-73.4% |
| Admin fee / account holder | $318 | $8,172-96.1% | $7,048-95.5% | $14,480-97.8% |