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 | $377,158 | $102,429+268.2% | $147,096+156.4% | $80,925+366.1% |
| Participation rate | 51.4% | 75.9%-24.4pp | 82.2%-30.8pp | 67.7%-16.2pp |
| Annual return | 20.18% | 135.02%-114.8pp | 419.75%-399.6pp | 35.65%-15.5pp |
| Employer contribution / active EE | $8,523 | $3,716+129.4% | $4,936+72.7% | $2,756+209.2% |
| Participant deferral / active EE | $9,332 | $6,649+40.4% | $8,071+15.6% | $4,299+117.1% |
| Admin fee / account holder | $32,791 | $7,957+312.1% | $13,005+152.1% | $6,940+372.5% |