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 | $398,338 | $115,225+245.7% | $100,712+295.5% | $138,895+186.8% |
| Participation rate | 28.6% | 74.3%-45.8pp | 69.3%-40.7pp | 79.9%-51.3pp |
| Annual return | 14.68% | 40.35%-25.7pp | 33.27%-18.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $846 | $2,771-69.5% | $2,313-63.4% | $4,194-79.8% |
| Participant deferral / active EE | $4,162 | $4,699-11.4% | $4,085+1.9% | $6,396-34.9% |
| Admin fee / account holder | $3,687 | $10,844-66.0% | $9,256-60.2% | $12,562-70.7% |