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 | $276,862 | $183,516+50.9% | $155,534+78.0% | $145,884+89.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.99% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,141 | $5,315-59.7% | $4,675-54.2% | $4,662-54.1% |
| Participant deferral / active EE | $11,187 | $6,467+73.0% | $5,630+98.7% | $6,690+67.2% |
| Admin fee / account holder | $1,237 | $19,293-93.6% | $15,900-92.2% | $13,392-90.8% |