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 | $105,153 | $211,288-50.2% | $178,540-41.1% | $145,884-27.9% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 18.69% | 30.27%-11.6pp | 27.15%-8.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $2,497 | $4,574-45.4% | $3,953-36.8% | $4,662-46.4% |
| Participant deferral / active EE | $3,908 | $6,967-43.9% | $6,281-37.8% | $6,690-41.6% |
| Admin fee / account holder | $1,342 | $12,105-88.9% | $10,424-87.1% | $13,392-90.0% |