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 | $431,428 | $165,381+160.9% | $149,730+188.1% | $158,966+171.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.72% | 348.29%-331.6pp | 276.70%-260.0pp | 302.95%-286.2pp |
| Employer contribution / active EE | $12,078 | $5,104+136.6% | $4,645+160.0% | $4,762+153.6% |
| Participant deferral / active EE | $13,600 | $7,182+89.4% | $6,843+98.8% | $5,983+127.3% |
| Admin fee / account holder | $9,317 | $10,809-13.8% | $9,310+0.1% | $11,250-17.2% |