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 | $250,178 | $159,934+56.4% | $147,005+70.2% | $145,959+71.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 26.92% | 98.24%-71.3pp | 418.76%-391.8pp | 561.95%-535.0pp |
| Employer contribution / active EE | $1,919 | $5,287-63.7% | $4,934-61.1% | $4,661-58.8% |
| Participant deferral / active EE | $11,620 | $8,427+37.9% | $8,070+44.0% | $6,689+73.7% |
| Admin fee / account holder | $893 | $15,053-94.1% | $13,006-93.1% | $13,398-93.3% |