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 | $7,666 | $76,608-90.0% | $56,077-86.3% | $145,877-94.7% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 17.18% | 3009.59%-2992.4pp | 1709.28%-1692.1pp | 551.28%-534.1pp |
| Employer contribution / active EE | $518 | $1,382-62.5% | $1,040-50.2% | $4,663-88.9% |
| Participant deferral / active EE | $695 | $2,624-73.5% | $1,954-64.5% | $6,691-89.6% |
| Admin fee / account holder | $5,341 | $3,325+60.6% | $2,825+89.1% | $13,402-60.1% |