Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,724 | $70,366+303.2% | $66,674+325.5% | $138,895+104.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 24.02% | 386.41%-362.4pp | 321.24%-297.2pp | 145.39%-121.4pp |
| Employer contribution / active EE | $15,385 | $2,765+456.4% | $2,620+487.2% | $4,194+266.8% |
| Participant deferral / active EE | $11,400 | $4,374+160.6% | $4,084+179.1% | $6,396+78.2% |
| Admin fee / account holder | $2,475 | $5,262-53.0% | $5,098-51.5% | $12,562-80.3% |