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 | $12,080 | $81,358-85.2% | $155,556-92.2% | $80,959-85.1% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 14.24% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,686 | $3,106-45.7% | $4,675-63.9% | $2,757-38.8% |
| Participant deferral / active EE | $2,679 | $3,455-22.5% | $5,631-52.4% | $4,300-37.7% |
| Admin fee / account holder | $1,392 | $7,994-82.6% | $15,885-91.2% | $6,925-79.9% |