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 | $177,415 | $111,535+59.1% | $105,223+68.6% | $137,256+29.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 18.01% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,637 | $3,939-7.7% | $3,689-1.4% | $4,156-12.5% |
| Participant deferral / active EE | $11,134 | $5,500+102.4% | $5,072+119.5% | $6,407+73.8% |
| Admin fee / account holder | $2,349 | $9,721-75.8% | $8,859-73.5% | $12,270-80.9% |