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 | $982,747 | $70,366+1296.6% | $66,674+1374.0% | $138,895+607.5% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 17.47% | 386.41%-368.9pp | 321.24%-303.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,068 | $2,765-61.4% | $2,620-59.3% | $4,194-74.5% |
| Participant deferral / active EE | $8,417 | $4,374+92.4% | $4,084+106.1% | $6,396+31.6% |
| Admin fee / account holder | $25,000 | $5,262+375.1% | $5,098+390.4% | $12,562+99.0% |