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 | $299,959 | $102,595+192.4% | $94,057+218.9% | $154,746+93.8% |
| Participation rate | 36.8% | 76.0%-39.2pp | 73.3%-36.5pp | 80.7%-43.9pp |
| Annual return | 16.48% | 583.42%-566.9pp | 480.62%-464.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,277 | $3,147-59.4% | $2,933-56.5% | $4,379-70.8% |
| Participant deferral / active EE | $7,725 | $5,118+50.9% | $4,709+64.0% | $6,730+14.8% |
| Admin fee / account holder | $42,539 | $7,736+449.9% | $7,244+487.2% | $14,365+196.1% |