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 | $305,095 | $101,618+200.2% | $93,063+227.8% | $137,256+122.3% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 14.01% | 223.95%-209.9pp | 34.15%-20.1pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,137 | $2,707-21.1% | $2,476-13.7% | $4,156-48.6% |
| Participant deferral / active EE | $5,412 | $4,279+26.5% | $3,958+36.7% | $6,407-15.5% |
| Admin fee / account holder | $33,650 | $6,198+442.9% | $6,033+457.7% | $12,270+174.2% |