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 | $38,867 | $48,314-19.6% | $67,561-42.5% | $80,925-52.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.7%-17.7pp |
| Annual return | 16.02% | 18.28%-2.3pp | 3525.44%-3509.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,286 | $2,022-36.4% | $2,735-53.0% | $2,756-53.3% |
| Participant deferral / active EE | $2,934 | $2,927+0.2% | $4,003-26.7% | $4,299-31.7% |
| Admin fee / account holder | $1,538 | $3,690-58.3% | $4,006-61.6% | $6,940-77.8% |