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 | $27,330 | $160,028-82.9% | $147,080-81.4% | $145,884-81.3% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 624.54% | 98.60%+525.9pp | 420.17%+204.4pp | 551.85%+72.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,693 | $8,422-68.0% | $8,066-66.6% | $6,690-59.8% |
| Admin fee / account holder | $78,719 | $15,030+423.7% | $12,989+506.1% | $13,392+487.8% |