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 | $584,489 | $129,737+350.5% | $119,126+390.6% | $154,746+277.7% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 16.41% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,099 | $4,375-52.0% | $4,034-48.0% | $4,379-52.1% |
| Participant deferral / active EE | $13,369 | $5,842+128.9% | $5,318+151.4% | $6,730+98.6% |
| Admin fee / account holder | $548 | $11,961-95.4% | $10,693-94.9% | $14,365-96.2% |