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 | $258,099 | $101,063+155.4% | $81,473+216.8% | $147,585+74.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 14.75% | 32.41%-17.7pp | 38.78%-24.0pp | 578.58%-563.8pp |
| Employer contribution / active EE | $556 | $3,206-82.7% | $2,568-78.4% | $4,876-88.6% |
| Participant deferral / active EE | $4,217 | $4,242-0.6% | $3,537+19.2% | $5,439-22.5% |
| Admin fee / account holder | $1,672 | $5,812-71.2% | $4,561-63.3% | $10,886-84.6% |