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 | $444,083 | $135,956+226.6% | $123,894+258.4% | $273,972+62.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 10.21% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $15,333 | $5,170+196.6% | $4,617+232.1% | $4,869+214.9% |
| Participant deferral / active EE | $13,333 | $6,343+110.2% | $5,984+122.8% | $5,287+152.2% |
| Admin fee / account holder | $1,791 | $9,817-81.8% | $8,357-78.6% | $10,133-82.3% |