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 | $25,250 | $117,859-78.6% | $102,438-75.4% | $145,959-82.7% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 14.93% | 31.72%-16.8pp | 29.37%-14.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,886 | $3,615-47.8% | $3,024-37.6% | $4,661-59.5% |
| Participant deferral / active EE | $3,730 | $5,732-34.9% | $5,054-26.2% | $6,689-44.2% |
| Admin fee / account holder | $6,047 | $13,318-54.6% | $9,448-36.0% | $13,398-54.9% |