Sign up free to preview peer percentile detail
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 | $305,695 | $111,878+173.2% | $93,727+226.2% | $145,897+109.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 22.29% | 204.28%-182.0pp | 133.83%-111.5pp | 552.29%-530.0pp |
| Employer contribution / active EE | $1,404 | $3,092-54.6% | $2,421-42.0% | $4,663-69.9% |
| Participant deferral / active EE | $2,605 | $4,920-47.1% | $4,417-41.0% | $6,689-61.1% |
| Admin fee / account holder | $55,821 | $10,256+444.2% | $8,292+573.2% | $13,390+316.9% |