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 | $328,581 | $159,978+105.4% | $147,041+123.5% | $145,978+125.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.96% | 98.36%-81.4pp | 419.21%-402.2pp | 550.52%-533.6pp |
| Employer contribution / active EE | $5,273 | $5,288-0.3% | $4,935+6.9% | $4,662+13.1% |
| Participant deferral / active EE | $9,440 | $8,429+12.0% | $8,071+17.0% | $6,690+41.1% |
| Admin fee / account holder | $1,173 | $15,053-92.2% | $13,006-91.0% | $13,400-91.2% |