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 | $252,447 | $125,778+100.7% | $114,563+120.4% | $154,746+63.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 11.96% | 295.14%-283.2pp | 241.09%-229.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $12,509 | $2,806+345.8% | $2,592+382.6% | $4,379+185.7% |
| Participant deferral / active EE | $7,410 | $4,445+66.7% | $4,142+78.9% | $6,730+10.1% |
| Admin fee / account holder | $2,463 | $8,190-69.9% | $7,623-67.7% | $14,365-82.9% |