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 | $273,961 | $112,729+143.0% | $98,716+177.5% | $137,256+99.6% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 15.72% | 38.48%-22.8pp | 31.81%-16.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,297 | $2,725-52.4% | $2,279-43.1% | $4,156-68.8% |
| Participant deferral / active EE | $7,171 | $4,640+54.5% | $4,048+77.2% | $6,407+11.9% |
| Admin fee / account holder | $7,844 | $10,129-22.6% | $8,703-9.9% | $12,270-36.1% |