Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $467,984 | $81,276+475.8% | $155,574+200.8% | $80,925+478.3% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 25.02% | 33.36%-8.3pp | 64.87%-39.8pp | 35.65%-10.6pp |
| Employer contribution / active EE | $3,329 | $3,103+7.3% | $4,676-28.8% | $2,756+20.8% |
| Participant deferral / active EE | $8,700 | $3,453+152.0% | $5,629+54.6% | $4,299+102.4% |
| Admin fee / account holder | $622 | $7,993-92.2% | $15,914-96.1% | $6,940-91.0% |