Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $298,962 | $115,225+159.5% | $100,712+196.8% | $138,895+115.2% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 20.21% | 40.35%-20.1pp | 33.27%-13.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,631 | $2,771-41.2% | $2,313-29.5% | $4,194-61.1% |
| Participant deferral / active EE | $7,956 | $4,699+69.3% | $4,085+94.7% | $6,396+24.4% |
| Admin fee / account holder | $9,879 | $10,844-8.9% | $9,256+6.7% | $12,562-21.4% |