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 | $337,222 | $107,368+214.1% | $92,915+262.9% | $152,909+120.5% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 18.82% | 145.64%-126.8pp | 109.45%-90.6pp | 345.46%-326.6pp |
| Employer contribution / active EE | $914 | $4,222-78.3% | $3,653-75.0% | $4,764-80.8% |
| Participant deferral / active EE | $5,644 | $4,848+16.4% | $4,238+33.2% | $5,851-3.5% |
| Admin fee / account holder | $2,858 | $7,082-59.6% | $5,796-50.7% | $11,601-75.4% |