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 | $289,150 | $72,071+301.2% | $68,368+322.9% | $137,256+110.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 18.73% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,906 | $2,788+76.0% | $2,649+85.2% | $4,156+18.0% |
| Participant deferral / active EE | $15,833 | $4,410+259.0% | $4,123+284.0% | $6,407+147.1% |
| Admin fee / account holder | $827 | $5,336-84.5% | $5,150-83.9% | $12,270-93.3% |