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 | $162,359 | $201,259-19.3% | $184,200-11.9% | $145,959+11.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.51% | 28.98%-9.5pp | 28.80%-9.3pp | 561.95%-542.4pp |
| Employer contribution / active EE | $3,600 | $7,018-48.7% | $6,424-44.0% | $4,661-22.8% |
| Participant deferral / active EE | $34,650 | $9,806+253.3% | $9,132+279.4% | $6,689+418.1% |
| Admin fee / account holder | $18,850 | $16,372+15.1% | $13,907+35.5% | $13,398+40.7% |