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 | $285,243 | $111,535+155.7% | $105,223+171.1% | $137,256+107.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 12.85% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,164 | $3,939-45.1% | $3,689-41.3% | $4,156-47.9% |
| Participant deferral / active EE | $6,001 | $5,500+9.1% | $5,072+18.3% | $6,407-6.3% |
| Admin fee / account holder | $63,324 | $9,721+551.4% | $8,859+614.8% | $12,270+416.1% |