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 | $14,520 | $111,814-87.0% | $103,378-86.0% | $145,978-90.1% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.5%-48.2pp | 80.3%-54.0pp |
| Annual return | 14.78% | 24.80%-10.0pp | 24.91%-10.1pp | 550.52%-535.7pp |
| Employer contribution / active EE | $1,174 | $4,215-72.2% | $3,870-69.7% | $4,662-74.8% |
| Participant deferral / active EE | $1,736 | $5,618-69.1% | $5,058-65.7% | $6,690-74.1% |
| Admin fee / account holder | $2,796 | $9,764-71.4% | $8,401-66.7% | $13,400-79.1% |