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 | $362,799 | $102,245+254.8% | $89,340+306.1% | $137,256+164.3% |
| Participation rate | 69.6% | 74.9%-5.3pp | 69.6%0pp | 80.0%-10.4pp |
| Annual return | 14.79% | 21.89%-7.1pp | 20.57%-5.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,743 | $2,529-31.1% | $2,231-21.9% | $4,156-58.1% |
| Participant deferral / active EE | $3,695 | $4,436-16.7% | $3,823-3.3% | $6,407-42.3% |
| Admin fee / account holder | $21,575 | $8,085+166.8% | $6,704+221.8% | $12,270+75.8% |