Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $378,525 | $111,535+239.4% | $105,223+259.7% | $137,256+175.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 16.71% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $8,709 | $3,939+121.1% | $3,689+136.1% | $4,156+109.6% |
| Participant deferral / active EE | $15,500 | $5,500+181.8% | $5,072+205.6% | $6,407+141.9% |
| Admin fee / account holder | $4,833 | $9,721-50.3% | $8,859-45.4% | $12,270-60.6% |