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 | $281,080 | $96,361+191.7% | $80,607+248.7% | $139,456+101.6% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 16.32% | 1350.95%-1334.6pp | 936.11%-919.8pp | 373.45%-357.1pp |
| Employer contribution / active EE | $1,396 | $3,262-57.2% | $2,724-48.8% | $4,753-70.6% |
| Participant deferral / active EE | $3,626 | $5,232-30.7% | $4,448-18.5% | $6,711-46.0% |
| Admin fee / account holder | $63,659 | $6,601+864.4% | $5,379+1083.4% | $11,407+458.1% |