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 | $78,621 | $160,028-50.9% | $147,080-46.5% | $145,884-46.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.05% | 98.60%-87.5pp | 420.17%-409.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,680 | $5,286-49.3% | $4,933-45.7% | $4,662-42.5% |
| Participant deferral / active EE | $12,200 | $8,422+44.9% | $8,066+51.2% | $6,690+82.4% |
| Admin fee / account holder | $473 | $15,030-96.9% | $12,989-96.4% | $13,392-96.5% |