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 | $303,570 | $134,817+125.2% | $123,973+144.9% | $155,188+95.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 11.03% | 515.49%-504.5pp | 388.13%-377.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $3,603 | $4,425-18.6% | $4,126-12.7% | $4,248-15.2% |
| Participant deferral / active EE | $5,064 | $5,706-11.3% | $5,247-3.5% | $6,531-22.5% |
| Admin fee / account holder | $344,772 | $13,245+2503.0% | $11,799+2822.1% | $14,480+2281.1% |