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 | $545,660 | $139,948+289.9% | $121,663+348.5% | $154,746+252.6% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.5%-49.5pp | 80.7%-55.7pp |
| Annual return | 12.82% | 230.52%-217.7pp | 147.54%-134.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $4,275 | $3,521+21.4% | $3,020+41.6% | $4,379-2.4% |
| Participant deferral / active EE | $6,609 | $5,629+17.4% | $4,887+35.2% | $6,730-1.8% |
| Admin fee / account holder | $43,069 | $17,321+148.7% | $14,289+201.4% | $14,365+199.8% |