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 | $335,731 | $99,875+236.2% | $146,866+128.6% | $86,983+286.0% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.5%-50.5pp | 69.5%-37.5pp |
| Annual return | 14.14% | 28.10%-14.0pp | 102.85%-88.7pp | 25.83%-11.7pp |
| Employer contribution / active EE | $1,660 | $3,224-48.5% | $4,425-62.5% | $2,584-35.8% |
| Participant deferral / active EE | $3,506 | $6,322-44.5% | $7,759-54.8% | $4,194-16.4% |
| Admin fee / account holder | $4,710 | $7,838-39.9% | $13,620-65.4% | $7,856-40.0% |