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 | $309,151 | $166,131+86.1% | $164,975+87.4% | $145,877+111.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 9.74% | 100.37%-90.6pp | 70.12%-60.4pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,157 | $5,276-59.1% | $4,343-50.3% | $4,663-53.8% |
| Participant deferral / active EE | $4,809 | $6,962-30.9% | $6,033-20.3% | $6,691-28.1% |
| Admin fee / account holder | $554 | $16,648-96.7% | $12,688-95.6% | $13,402-95.9% |