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 | $359,870 | $105,158+242.2% | $94,672+280.1% | $139,487+158.0% |
| Participation rate | 58.3% | 82.4%-24.0pp | 80.8%-22.5pp | 80.3%-22.0pp |
| Annual return | 17.14% | 38.11%-21.0pp | 156.89%-139.7pp | 373.84%-356.7pp |
| Employer contribution / active EE | $2,367 | $4,107-42.4% | $3,673-35.6% | $4,755-50.2% |
| Participant deferral / active EE | $7,005 | $7,599-7.8% | $7,417-5.6% | $6,713+4.4% |
| Admin fee / account holder | $982 | $8,972-89.1% | $7,222-86.4% | $11,407-91.4% |