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 | $298,449 | $183,627+62.5% | $155,602+91.8% | $145,978+104.4% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 32.99% | 61.32%-28.3pp | 64.81%-31.8pp | 550.52%-517.5pp |
| Employer contribution / active EE | $1,902 | $5,316-64.2% | $4,675-59.3% | $4,662-59.2% |
| Participant deferral / active EE | $5,336 | $6,466-17.5% | $5,629-5.2% | $6,690-20.2% |
| Admin fee / account holder | $4,753 | $19,327-75.4% | $15,923-70.2% | $13,400-64.5% |