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 | $125,717 | $183,516-31.5% | $155,534-19.2% | $145,884-13.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 25.05% | 61.43%-36.4pp | 64.92%-39.9pp | 551.85%-526.8pp |
| Employer contribution / active EE | $6,333 | $5,315+19.2% | $4,675+35.5% | $4,662+35.8% |
| Participant deferral / active EE | $12,706 | $6,467+96.5% | $5,630+125.7% | $6,690+89.9% |
| Admin fee / account holder | $1,190 | $19,293-93.8% | $15,900-92.5% | $13,392-91.1% |