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 | $58,223 | $48,277+20.6% | $67,511-13.8% | $80,874-28.0% |
| Participation rate | 30.6% | 66.4%-35.8pp | 72.9%-42.3pp | 67.6%-37.1pp |
| Annual return | 13.12% | 18.27%-5.1pp | 3517.41%-3504.3pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,796 | $2,021-11.2% | $2,733-34.3% | $2,756-34.8% |
| Participant deferral / active EE | $1,286 | $2,926-56.1% | $4,000-67.9% | $4,297-70.1% |
| Admin fee / account holder | $1,526 | $3,687-58.6% | $3,999-61.8% | $6,935-78.0% |