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 | $15,186 | $99,921-84.8% | $85,009-82.1% | $145,959-89.6% |
| Participation rate | 23.1% | 74.1%-51.0pp | 67.5%-44.4pp | 80.3%-57.2pp |
| Annual return | 0.00% | 83.89%-83.9pp | 66.47%-66.5pp | 561.95%-561.9pp |
| Employer contribution / active EE | $385 | $3,233-88.1% | $2,728-85.9% | $4,661-91.7% |
| Participant deferral / active EE | $3,153 | $5,293-40.4% | $4,522-30.3% | $6,689-52.9% |
| Admin fee / account holder | $369 | $7,252-94.9% | $6,153-94.0% | $13,398-97.2% |