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 | $27,244 | $160,040-83.0% | $147,096-81.5% | $145,877-81.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 15.33% | 98.49%-83.2pp | 419.75%-404.4pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,909 | $5,289-45.0% | $4,936-41.1% | $4,663-37.6% |
| Participant deferral / active EE | $2,840 | $8,429-66.3% | $8,071-64.8% | $6,691-57.6% |
| Admin fee / account holder | $804 | $15,050-94.7% | $13,005-93.8% | $13,402-94.0% |