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 | $22,703 | $57,061-60.2% | $85,063-73.3% | $80,911-71.9% |
| Participation rate | 62.1% | 56.3%+5.7pp | 67.5%-5.4pp | 67.6%-5.6pp |
| Annual return | 12.27% | 21.66%-9.4pp | 66.54%-54.3pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,087 | $1,799-39.6% | $2,727-60.2% | $2,756-60.6% |
| Participant deferral / active EE | $1,309 | $3,110-57.9% | $4,523-71.1% | $4,297-69.5% |
| Admin fee / account holder | $2,273 | $4,986-54.4% | $6,155-63.1% | $6,935-67.2% |