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 | $372,244 | $160,040+132.6% | $147,096+153.1% | $145,877+155.2% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.2%-27.2pp | 80.3%-25.3pp |
| Annual return | 19.93% | 98.49%-78.6pp | 419.75%-399.8pp | 551.28%-531.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,613 | $8,429-57.1% | $8,071-55.2% | $6,691-46.0% |
| Admin fee / account holder | $1,596 | $15,050-89.4% | $13,005-87.7% | $13,402-88.1% |