Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $256,530 | $72,071+255.9% | $68,368+275.2% | $137,256+86.9% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 17.53% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $638 | $2,788-77.1% | $2,649-75.9% | $4,156-84.7% |
| Participant deferral / active EE | $7,625 | $4,410+72.9% | $4,123+85.0% | $6,407+19.0% |
| Admin fee / account holder | $2,185 | $5,336-59.0% | $5,150-57.6% | $12,270-82.2% |