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 | $414,214 | $126,113+228.4% | $116,096+256.8% | $155,188+166.9% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 14.95% | 391.72%-376.8pp | 326.25%-311.3pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,051 | $2,672-60.6% | $2,503-58.0% | $4,248-75.2% |
| Participant deferral / active EE | $4,180 | $4,162+0.4% | $3,952+5.8% | $6,531-36.0% |
| Admin fee / account holder | $206,604 | $8,045+2468.1% | $7,704+2581.8% | $14,480+1326.8% |