Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $350,029 | $124,980+180.1% | $108,359+223.0% | $154,746+126.2% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 11.06% | 45.00%-33.9pp | 36.89%-25.8pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,857 | $2,851-34.8% | $2,399-22.6% | $4,379-57.6% |
| Participant deferral / active EE | $2,423 | $4,743-48.9% | $4,137-41.4% | $6,730-64.0% |
| Admin fee / account holder | $14,558 | $11,502+26.6% | $9,741+49.4% | $14,365+1.3% |