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 | $277,611 | $142,426+94.9% | $115,167+141.1% | $152,909+81.6% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 20.30% | 41.48%-21.2pp | 35.60%-15.3pp | 345.46%-325.2pp |
| Employer contribution / active EE | $15,446 | $4,011+285.1% | $3,179+385.9% | $4,764+224.2% |
| Participant deferral / active EE | $6,333 | $5,165+22.6% | $4,169+51.9% | $5,851+8.2% |
| Admin fee / account holder | $1,935 | $8,464-77.1% | $7,089-72.7% | $11,601-83.3% |