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 | $270,250 | $109,372+147.1% | $89,414+202.2% | $158,966+70.0% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 6.69% | 345.55%-338.9pp | 245.50%-238.8pp | 302.95%-296.3pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,415 | $4,598-4.0% | $3,890+13.5% | $5,983-26.2% |
| Admin fee / account holder | $42,870 | $6,156+596.4% | $4,883+777.9% | $11,250+281.1% |