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 | $62,431 | $61,125+2.1% | $94,057-33.6% | $87,485-28.6% |
| Participation rate | 40.0% | 64.1%-24.1pp | 73.3%-33.3pp | 68.9%-28.9pp |
| Annual return | 13.77% | 35.20%-21.4pp | 480.62%-466.9pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,682 | $2,136-21.3% | $2,933-42.6% | $2,596-35.2% |
| Participant deferral / active EE | $2,851 | $3,260-12.5% | $4,709-39.5% | $4,274-33.3% |
| Admin fee / account holder | $40,126 | $5,629+612.9% | $7,244+453.9% | $7,775+416.1% |