Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $297,525 | $132,634+124.3% | $115,768+157.0% | $137,256+116.8% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 29.93% | 160.70%-130.8pp | 100.46%-70.5pp | 220.34%-190.4pp |
| Employer contribution / active EE | $1,421 | $3,360-57.7% | $2,940-51.7% | $4,156-65.8% |
| Participant deferral / active EE | $5,807 | $5,619+3.4% | $4,917+18.1% | $6,407-9.4% |
| Admin fee / account holder | $2,311 | $15,028-84.6% | $12,439-81.4% | $12,270-81.2% |