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 | $273,911 | $202,342+35.4% | $172,752+58.6% | $152,897+79.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 28.01% | 1029.83%-1001.8pp | 802.97%-775.0pp | 345.43%-317.4pp |
| Employer contribution / active EE | $1,992 | $5,858-66.0% | $5,144-61.3% | $4,764-58.2% |
| Participant deferral / active EE | $6,178 | $5,948+3.9% | $5,198+18.9% | $5,851+5.6% |
| Admin fee / account holder | $8,547 | $17,111-50.0% | $13,955-38.8% | $11,599-26.3% |