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 | $316,391 | $108,897+190.5% | $100,378+215.2% | $145,877+116.9% |
| Participation rate | 29.4% | 83.0%-53.6pp | 81.5%-52.1pp | 80.3%-50.9pp |
| Annual return | 15.76% | 58.17%-42.4pp | 49.41%-33.6pp | 551.28%-535.5pp |
| Employer contribution / active EE | $5,132 | $4,420+16.1% | $3,942+30.2% | $4,663+10.1% |
| Participant deferral / active EE | $10,908 | $8,455+29.0% | $8,087+34.9% | $6,691+63.0% |
| Admin fee / account holder | $29,857 | $9,690+208.1% | $7,899+278.0% | $13,402+122.8% |