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 | $365,532 | $181,896+101.0% | $156,551+133.5% | $273,972+33.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 4.78% | 30.74%-26.0pp | 32.23%-27.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,983 | $6,248-52.3% | $5,501-45.8% | $4,869-38.7% |
| Participant deferral / active EE | $10,551 | $5,550+90.1% | $4,871+116.6% | $5,287+99.6% |
| Admin fee / account holder | $284,444 | $15,560+1728.0% | $13,028+2083.3% | $10,133+2707.2% |