Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $324,582 | $185,312+75.2% | $161,489+101.0% | $154,746+109.8% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 14.89% | 103.84%-89.0pp | 89.72%-74.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,010 | $4,769-57.9% | $4,268-52.9% | $4,379-54.1% |
| Participant deferral / active EE | $7,933 | $6,350+24.9% | $5,630+40.9% | $6,730+17.9% |
| Admin fee / account holder | $102,190 | $18,654+447.8% | $16,006+538.5% | $14,365+611.4% |