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 | $1,217,858 | $166,242+632.6% | $165,071+637.8% | $145,884+734.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.46% | 100.44%-88.0pp | 70.17%-57.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $4,600 | $5,283-12.9% | $4,347+5.8% | $4,662-1.3% |
| Participant deferral / active EE | $15,240 | $6,964+118.8% | $6,035+152.5% | $6,690+127.8% |
| Admin fee / account holder | $454,761 | $16,658+2629.9% | $12,695+3482.2% | $13,392+3295.8% |