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 | $257,188 | $199,109+29.2% | $173,730+48.0% | $154,746+66.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 10.22% | 20.02%-9.8pp | 19.96%-9.7pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,309 | $5,311-75.4% | $4,577-71.4% | $4,379-70.1% |
| Participant deferral / active EE | $4,144 | $7,113-41.7% | $6,326-34.5% | $6,730-38.4% |
| Admin fee / account holder | $28,152 | $20,916+34.6% | $17,523+60.7% | $14,365+96.0% |