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 | $380,244 | $183,539+107.2% | $155,556+144.4% | $145,897+160.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.83% | 61.31%-45.5pp | 64.84%-49.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $10,282 | $5,315+93.4% | $4,675+119.9% | $4,663+120.5% |
| Participant deferral / active EE | $10,657 | $6,467+64.8% | $5,631+89.3% | $6,689+59.3% |
| Admin fee / account holder | $1,858 | $19,275-90.4% | $15,885-88.3% | $13,390-86.1% |