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 | $65,770 | $106,280-38.1% | $96,538-31.9% | $139,487-52.8% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.3%-5.9pp | 80.3%-11.9pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,768 | $4,107-32.6% | $3,740-26.0% | $4,755-41.8% |
| Participant deferral / active EE | $9,364 | $5,457+71.6% | $4,880+91.9% | $6,713+39.5% |
| Admin fee / account holder | $499 | $7,888-93.7% | $6,737-92.6% | $11,407-95.6% |