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 | $353,881 | $227,399+55.6% | $189,758+86.5% | $198,609+78.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 13.13% | 61.03%-47.9pp | 52.62%-39.5pp | 202.70%-189.6pp |
| Employer contribution / active EE | $4,100 | $5,526-25.8% | $4,767-14.0% | $5,055-18.9% |
| Participant deferral / active EE | $10,892 | $6,837+59.3% | $5,856+86.0% | $6,977+56.1% |
| Admin fee / account holder | $17,045 | $25,162-32.3% | $20,388-16.4% | $19,030-10.4% |