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 | $253,747 | $181,896+39.5% | $156,551+62.1% | $273,972-7.4% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 7.06% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,132 | $6,248-49.9% | $5,501-43.1% | $4,869-35.7% |
| Participant deferral / active EE | $7,188 | $5,550+29.5% | $4,871+47.6% | $5,287+36.0% |
| Admin fee / account holder | $9,499 | $15,560-39.0% | $13,028-27.1% | $10,133-6.3% |