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 | $875,808 | $181,062+383.7% | $158,223+453.5% | $155,188+464.4% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 48.08% | 57.39%-9.3pp | 52.09%-4.0pp | 148.84%-100.8pp |
| Employer contribution / active EE | $4,084 | $4,565-10.5% | $4,109-0.6% | $4,248-3.9% |
| Participant deferral / active EE | $9,879 | $6,134+61.0% | $5,467+80.7% | $6,531+51.3% |
| Admin fee / account holder | $99,804 | $18,825+430.2% | $16,047+521.9% | $14,480+589.3% |