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 | $335,315 | $110,379+203.8% | $102,412+227.4% | $145,884+129.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 17.55% | 24.84%-7.3pp | 24.94%-7.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $4,837 | $4,216+14.7% | $3,870+25.0% | $4,662+3.8% |
| Participant deferral / active EE | $4,236 | $5,622-24.6% | $5,060-16.3% | $6,690-36.7% |
| Admin fee / account holder | $2,516 | $9,745-74.2% | $8,388-70.0% | $13,392-81.2% |