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 | $206,986 | $275,752-24.9% | $256,809-19.4% | $198,609+4.2% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 15.55% | 34.81%-19.3pp | 32.73%-17.2pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,959 | $7,721-61.7% | $7,263-59.3% | $5,055-41.5% |
| Participant deferral / active EE | $11,392 | $10,037+13.5% | $9,520+19.7% | $6,977+63.3% |
| Admin fee / account holder | $35,407 | $25,716+37.7% | $25,146+40.8% | $19,030+86.1% |