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 | $267,439 | $175,231+52.6% | $149,696+78.7% | $139,466+91.8% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 13.09% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $2,849 | $5,478-48.0% | $4,821-40.9% | $4,754-40.1% |
| Participant deferral / active EE | $7,923 | $6,521+21.5% | $5,682+39.4% | $6,712+18.0% |
| Admin fee / account holder | $4,334 | $16,155-73.2% | $13,212-67.2% | $11,409-62.0% |