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 | $252,812 | $122,962+105.6% | $71,585+253.2% | $138,895+82.0% |
| Participation rate | 60.0% | 68.9%-8.9pp | 68.2%-8.2pp | 79.9%-19.9pp |
| Annual return | 13.12% | 37.84%-24.7pp | 59.26%-46.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,627 | $2,620+0.3% | $1,669+57.4% | $4,194-37.4% |
| Participant deferral / active EE | $7,392 | $4,311+71.4% | $2,923+152.8% | $6,396+15.6% |
| Admin fee / account holder | $36,156 | $6,488+457.3% | $4,712+667.4% | $12,562+187.8% |