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 | $251,981 | $111,878+125.2% | $93,727+168.8% | $145,897+72.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.00% | 204.28%-191.3pp | 133.83%-120.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $11,102 | $3,092+259.0% | $2,421+358.5% | $4,663+138.1% |
| Participant deferral / active EE | $24,500 | $4,920+397.9% | $4,417+454.7% | $6,689+266.3% |
| Admin fee / account holder | $1,171 | $10,256-88.6% | $8,292-85.9% | $13,390-91.3% |