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 | $298,475 | $148,623+100.8% | $135,974+119.5% | $139,466+114.0% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 18.56% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $13,661 | $5,246+160.4% | $4,859+181.1% | $4,754+187.4% |
| Participant deferral / active EE | $10,806 | $8,103+33.4% | $7,760+39.2% | $6,712+61.0% |
| Admin fee / account holder | $11,650 | $12,406-6.1% | $10,767+8.2% | $11,409+2.1% |