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 | $293,846 | $111,814+162.8% | $103,374+184.3% | $145,959+101.3% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 9.83% | 24.77%-14.9pp | 24.89%-15.1pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,532 | $4,214-63.6% | $3,869-60.4% | $4,661-67.1% |
| Participant deferral / active EE | $6,391 | $5,618+13.8% | $5,058+26.4% | $6,689-4.4% |
| Admin fee / account holder | $78,814 | $9,754+708.0% | $8,394+838.9% | $13,398+488.3% |