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 | $340,476 | $110,093+209.3% | $97,295+249.9% | $145,897+133.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 14.23% | 244.76%-230.5pp | 75.62%-61.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,517 | $3,077-50.7% | $2,723-44.3% | $4,663-67.5% |
| Participant deferral / active EE | $7,830 | $4,678+67.4% | $4,264+83.6% | $6,689+17.0% |
| Admin fee / account holder | $4,941 | $6,212-20.5% | $5,646-12.5% | $13,390-63.1% |