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 | $385,441 | $211,239+82.5% | $178,528+115.9% | $145,877+164.2% |
| Participation rate | 64.7% | 80.8%-16.1pp | 77.1%-12.4pp | 80.3%-15.6pp |
| Annual return | 22.96% | 30.22%-7.3pp | 27.11%-4.2pp | 551.28%-528.3pp |
| Employer contribution / active EE | $1,982 | $4,570-56.6% | $3,950-49.8% | $4,663-57.5% |
| Participant deferral / active EE | $5,382 | $6,963-22.7% | $6,278-14.3% | $6,691-19.6% |
| Admin fee / account holder | $13,007 | $12,095+7.5% | $10,419+24.8% | $13,402-3.0% |