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 | $1,196,273 | $174,379+586.0% | $152,093+686.5% | $138,895+761.3% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 15.20% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,476 | $4,652-68.3% | $4,175-64.7% | $4,194-64.8% |
| Participant deferral / active EE | $9,936 | $6,159+61.3% | $5,451+82.3% | $6,396+55.3% |
| Admin fee / account holder | $7,490 | $16,880-55.6% | $14,497-48.3% | $12,562-40.4% |