Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $346,903 | $70,366+393.0% | $66,674+420.3% | $138,895+149.8% |
| Participation rate | 41.7% | 76.2%-34.5pp | 73.7%-32.0pp | 79.9%-38.3pp |
| Annual return | 15.15% | 386.41%-371.3pp | 321.24%-306.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,509 | $2,765-45.4% | $2,620-42.4% | $4,194-64.0% |
| Participant deferral / active EE | $7,052 | $4,374+61.2% | $4,084+72.7% | $6,396+10.2% |
| Admin fee / account holder | $25,509 | $5,262+384.7% | $5,098+400.4% | $12,562+103.1% |