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 | $27,072 | $110,337-75.5% | $102,383-73.6% | $145,877-81.4% |
| Participation rate | 15.0% | 77.9%-62.9pp | 74.5%-59.5pp | 80.3%-65.3pp |
| Annual return | 18.17% | 24.83%-6.7pp | 24.94%-6.8pp | 551.28%-533.1pp |
| Employer contribution / active EE | $1,180 | $4,216-72.0% | $3,870-69.5% | $4,663-74.7% |
| Participant deferral / active EE | $4,475 | $5,621-20.4% | $5,060-11.5% | $6,691-33.1% |
| Admin fee / account holder | $5,694 | $9,750-41.6% | $8,391-32.1% | $13,402-57.5% |