Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $371,851 | $64,705+474.7% | $62,929+490.9% | $67,986+447.0% |
| Participation rate | 39.5% | 65.6%-26.1pp | 73.1%-33.6pp | 57.2%-17.7pp |
| Annual return | 12.22% | 20.31%-8.1pp | 1063.93%-1051.7pp | 31.67%-19.4pp |
| Employer contribution / active EE | $1,681 | $2,376-29.3% | $2,505-32.9% | $2,019-16.7% |
| Participant deferral / active EE | $4,147 | $3,198+29.7% | $3,888+6.7% | $3,358+23.5% |
| Admin fee / account holder | $2,727 | $1,428+91.0% | $5,065-46.2% | $3,203-14.9% |