Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $388,425 | $175,259+121.6% | $149,723+159.4% | $139,487+178.5% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 17.72% | 166.82%-149.1pp | 134.50%-116.8pp | 373.84%-356.1pp |
| Employer contribution / active EE | $2,308 | $5,478-57.9% | $4,821-52.1% | $4,755-51.5% |
| Participant deferral / active EE | $10,078 | $6,522+54.5% | $5,682+77.4% | $6,713+50.1% |
| Admin fee / account holder | $796 | $16,158-95.1% | $13,215-94.0% | $11,407-93.0% |