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 | $183,539+127.9% | $155,556+168.9% | $145,897+186.7% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 23.54% | 61.31%-37.8pp | 64.84%-41.3pp | 552.29%-528.7pp |
| Employer contribution / active EE | $1,528 | $5,315-71.3% | $4,675-67.3% | $4,663-67.2% |
| Participant deferral / active EE | $10,247 | $6,467+58.4% | $5,631+82.0% | $6,689+53.2% |
| Admin fee / account holder | $12,416 | $19,275-35.6% | $15,885-21.8% | $13,390-7.3% |