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 | $384,547 | $73,787+421.2% | $98,716+289.5% | $82,448+366.4% |
| Participation rate | 41.0% | 61.4%-20.4pp | 69.3%-28.3pp | 68.1%-27.0pp |
| Annual return | 17.74% | 18.57%-0.8pp | 31.81%-14.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,141 | $1,511-24.5% | $2,279-49.9% | $2,551-55.3% |
| Participant deferral / active EE | $2,562 | $3,081-16.9% | $4,048-36.7% | $4,139-38.1% |
| Admin fee / account holder | $28,870 | $6,500+344.1% | $8,703+231.7% | $7,234+299.1% |