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 | $259,050 | $180,749+43.3% | $160,784+61.1% | $137,256+88.7% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 17.52% | 2234.46%-2216.9pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,280 | $4,155-69.2% | $3,733-65.7% | $4,156-69.2% |
| Participant deferral / active EE | $6,829 | $6,844-0.2% | $6,293+8.5% | $6,407+6.6% |
| Admin fee / account holder | $5,429 | $10,397-47.8% | $9,717-44.1% | $12,270-55.8% |