Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $366,679 | $124,980+193.4% | $108,359+238.4% | $154,746+137.0% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 18.53% | 45.00%-26.5pp | 36.89%-18.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $14,000 | $2,851+391.1% | $2,399+483.5% | $4,379+219.7% |
| Participant deferral / active EE | $11,583 | $4,743+144.2% | $4,137+180.0% | $6,730+72.1% |
| Admin fee / account holder | $646 | $11,502-94.4% | $9,741-93.4% | $14,365-95.5% |