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 | $252,498 | $175,257+44.1% | $149,717+68.7% | $139,456+81.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 21.64% | 166.70%-145.1pp | 134.41%-112.8pp | 373.45%-351.8pp |
| Employer contribution / active EE | $3,650 | $5,477-33.4% | $4,820-24.3% | $4,753-23.2% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,711+67.6% |
| Admin fee / account holder | $1,109 | $16,156-93.1% | $13,213-91.6% | $11,407-90.3% |