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 | $263,924 | $166,020+59.0% | $164,866+60.1% | $145,959+80.8% |
| Participation rate | 36.8% | 82.0%-45.2pp | 78.6%-41.8pp | 80.3%-43.4pp |
| Annual return | 20.74% | 100.08%-79.3pp | 69.97%-49.2pp | 561.95%-541.2pp |
| Employer contribution / active EE | $4,137 | $5,275-21.6% | $4,343-4.7% | $4,661-11.2% |
| Participant deferral / active EE | $10,616 | $6,961+52.5% | $6,033+76.0% | $6,689+58.7% |
| Admin fee / account holder | $21,203 | $16,644+27.4% | $12,689+67.1% | $13,398+58.3% |