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 | $289,432 | $76,407+278.8% | $150,298+92.6% | $82,448+251.0% |
| Participation rate | 53.6% | 66.4%-12.8pp | 77.8%-24.2pp | 68.1%-14.5pp |
| Annual return | 17.54% | 39.99%-22.5pp | 62.79%-45.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,853 | $2,614+9.1% | $4,154-31.3% | $2,551+11.9% |
| Participant deferral / active EE | $6,116 | $3,214+90.3% | $5,453+12.2% | $4,139+47.8% |
| Admin fee / account holder | $2,997 | $6,352-52.8% | $14,116-78.8% | $7,234-58.6% |