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 | $413,187 | $174,379+136.9% | $152,093+171.7% | $138,895+197.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 23.86% | 74.86%-51.0pp | 66.36%-42.5pp | 145.39%-121.5pp |
| Employer contribution / active EE | $2,053 | $4,652-55.9% | $4,175-50.8% | $4,194-51.1% |
| Participant deferral / active EE | $5,500 | $6,159-10.7% | $5,451+0.9% | $6,396-14.0% |
| Admin fee / account holder | $2,704 | $16,880-84.0% | $14,497-81.4% | $12,562-78.5% |