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 | $256,209 | $157,296+62.9% | $141,191+81.5% | $152,897+67.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 26.01% | 64.34%-38.3pp | 71.41%-45.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $1,668 | $5,262-68.3% | $4,736-64.8% | $4,764-65.0% |
| Participant deferral / active EE | $5,567 | $7,111-21.7% | $6,710-17.0% | $5,851-4.9% |
| Admin fee / account holder | $10,450 | $12,125-13.8% | $10,264+1.8% | $11,599-9.9% |