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 | $348,720 | $111,535+212.7% | $105,223+231.4% | $137,256+154.1% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-16.0pp | 80.0%-20.9pp |
| Annual return | 12.42% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,764 | $3,939-55.2% | $3,689-52.2% | $4,156-57.5% |
| Participant deferral / active EE | $4,080 | $5,500-25.8% | $5,072-19.6% | $6,407-36.3% |
| Admin fee / account holder | $12,459 | $9,721+28.2% | $8,859+40.6% | $12,270+1.5% |