Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $294,621 | $183,539+60.5% | $155,556+89.4% | $145,897+101.9% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 20.65% | 61.31%-40.7pp | 64.84%-44.2pp | 552.29%-531.6pp |
| Employer contribution / active EE | $2,096 | $5,315-60.6% | $4,675-55.2% | $4,663-55.0% |
| Participant deferral / active EE | $6,543 | $6,467+1.2% | $5,631+16.2% | $6,689-2.2% |
| Admin fee / account holder | $1,881 | $19,275-90.2% | $15,885-88.2% | $13,390-86.0% |