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 | $46,833 | $135,905-65.5% | $126,068-62.9% | $198,609-76.4% |
| Participation rate | 20.0% | 85.6%-65.6pp | 84.7%-64.7pp | 82.4%-62.4pp |
| Annual return | 12.08% | 14.07%-2.0pp | 15.01%-2.9pp | 202.70%-190.6pp |
| Employer contribution / active EE | $3,600 | $4,245-15.2% | $3,968-9.3% | $5,055-28.8% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,270 | $21,036-94.0% | $18,264-93.0% | $19,030-93.3% |