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 | $300,292 | $111,878+168.4% | $93,727+220.4% | $145,897+105.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 12.81% | 204.28%-191.5pp | 133.83%-121.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,403 | $3,092-22.3% | $2,421-0.7% | $4,663-48.5% |
| Participant deferral / active EE | $14,151 | $4,920+187.6% | $4,417+220.4% | $6,689+111.5% |
| Admin fee / account holder | $70,861 | $10,256+590.9% | $8,292+754.6% | $13,390+429.2% |