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 | $420,726 | $115,814+263.3% | $101,275+315.4% | $158,982+164.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 7.99% | 56.16%-48.2pp | 46.48%-38.5pp | 302.99%-295.0pp |
| Employer contribution / active EE | $1,427 | $4,176-65.8% | $3,660-61.0% | $4,763-70.0% |
| Participant deferral / active EE | $9,045 | $4,958+82.4% | $4,371+107.0% | $5,983+51.2% |
| Admin fee / account holder | $39,594 | $7,249+446.2% | $5,948+565.7% | $11,252+251.9% |