Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $374,964 | $209,336+79.1% | $197,124+90.2% | $137,256+173.2% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 19.61% | 48.09%-28.5pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $7,174 | $6,591+8.9% | $6,227+15.2% | $4,156+72.6% |
| Participant deferral / active EE | $17,578 | $9,614+82.8% | $9,135+92.4% | $6,407+174.4% |
| Admin fee / account holder | $38,839 | $17,308+124.4% | $16,298+138.3% | $12,270+216.5% |