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 | $306,519 | $201,372+52.2% | $184,260+66.4% | $145,884+110.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.50% | 29.04%-15.5pp | 28.84%-15.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $8,956 | $7,024+27.5% | $6,427+39.3% | $4,662+92.1% |
| Participant deferral / active EE | $14,968 | $9,808+52.6% | $9,133+63.9% | $6,690+123.7% |
| Admin fee / account holder | $135,929 | $16,362+730.8% | $13,898+878.1% | $13,392+915.0% |