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 | $315,021 | $72,492+334.6% | $87,102+261.7% | $72,983+331.6% |
| Participation rate | 59.5% | 72.8%-13.4pp | 76.9%-17.4pp | 69.5%-10.0pp |
| Annual return | 18.91% | 24.46%-5.5pp | 28.19%-9.3pp | 81.01%-62.1pp |
| Employer contribution / active EE | $2,068 | $1,894+9.2% | $2,521-18.0% | $2,440-15.2% |
| Participant deferral / active EE | $5,851 | $3,270+79.0% | $4,048+44.5% | $3,608+62.2% |
| Admin fee / account holder | $17,212 | $5,055+240.5% | $7,491+129.8% | $5,124+235.9% |