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 | $418,340 | $183,592+127.9% | $155,574+168.9% | $145,877+186.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 23.54% | 61.37%-37.8pp | 64.87%-41.3pp | 551.28%-527.7pp |
| Employer contribution / active EE | $1,528 | $5,317-71.3% | $4,676-67.3% | $4,663-67.2% |
| Participant deferral / active EE | $10,247 | $6,466+58.5% | $5,629+82.0% | $6,691+53.2% |
| Admin fee / account holder | $12,416 | $19,316-35.7% | $15,914-22.0% | $13,402-7.4% |