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 | $315,736 | $90,486+248.9% | $78,676+301.3% | $273,972+15.2% |
| Participation rate | 59.1% | 76.5%-17.4pp | 73.6%-14.5pp | 83.0%-23.9pp |
| Annual return | 5.73% | 75.62%-69.9pp | 62.19%-56.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,874 | $3,175-9.5% | $2,850+0.9% | $4,869-41.0% |
| Participant deferral / active EE | $7,026 | $3,901+80.1% | $3,517+99.8% | $5,287+32.9% |
| Admin fee / account holder | $3,829 | $5,263-27.2% | $4,510-15.1% | $10,133-62.2% |