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 | $29,334 | $183,592-84.0% | $155,574-81.1% | $145,877-79.9% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 0.00% | 61.37%-61.4pp | 64.87%-64.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,104 | $5,317-79.2% | $4,676-76.4% | $4,663-76.3% |
| Participant deferral / active EE | $4,523 | $6,466-30.0% | $5,629-19.6% | $6,691-32.4% |
| Admin fee / account holder | $23,363 | $19,316+21.0% | $15,914+46.8% | $13,402+74.3% |