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 | $263,087 | $79,449+231.1% | $189,575+38.8% | $85,847+206.5% |
| Participation rate | 52.2% | 66.0%-13.8pp | 78.4%-26.3pp | 69.3%-17.1pp |
| Annual return | 13.62% | 18.45%-4.8pp | 64.19%-50.6pp | 318.61%-305.0pp |
| Employer contribution / active EE | $803 | $2,081-61.4% | $4,412-81.8% | $2,565-68.7% |
| Participant deferral / active EE | $4,816 | $4,051+18.9% | $6,174-22.0% | $3,952+21.9% |
| Admin fee / account holder | $16,232 | $5,377+201.9% | $9,806+65.5% | $6,261+159.3% |