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 | $594,357 | $172,111+245.3% | $150,298+295.5% | $137,256+333.0% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 39.03% | 69.37%-30.3pp | 62.79%-23.8pp | 220.34%-181.3pp |
| Employer contribution / active EE | $3,086 | $4,636-33.4% | $4,154-25.7% | $4,156-25.8% |
| Participant deferral / active EE | $9,700 | $6,166+57.3% | $5,453+77.9% | $6,407+51.4% |
| Admin fee / account holder | $2,723 | $16,471-83.5% | $14,116-80.7% | $12,270-77.8% |