Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $333,932 | $185,312+80.2% | $161,489+106.8% | $154,746+115.8% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 11.19% | 103.84%-92.7pp | 89.72%-78.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $17,215 | $4,769+261.0% | $4,268+303.3% | $4,379+293.1% |
| Participant deferral / active EE | $9,707 | $6,350+52.9% | $5,630+72.4% | $6,730+44.2% |
| Admin fee / account holder | $46,611 | $18,654+149.9% | $16,006+191.2% | $14,365+224.5% |