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 | $281,687 | $180,749+55.8% | $160,784+75.2% | $137,256+105.2% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 12.33% | 2234.46%-2222.1pp | 1803.92%-1791.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $4,209 | $4,155+1.3% | $3,733+12.8% | $4,156+1.3% |
| Participant deferral / active EE | $2,206 | $6,844-67.8% | $6,293-64.9% | $6,407-65.6% |
| Admin fee / account holder | $2,117 | $10,397-79.6% | $9,717-78.2% | $12,270-82.7% |