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 | $305,891 | $165,361+85.0% | $149,715+104.3% | $158,950+92.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 17.50% | 348.24%-330.7pp | 276.66%-259.2pp | 302.91%-285.4pp |
| Employer contribution / active EE | $17,437 | $5,103+241.7% | $4,645+275.4% | $4,762+266.2% |
| Participant deferral / active EE | $16,519 | $7,182+130.0% | $6,842+141.4% | $5,983+176.1% |
| Admin fee / account holder | $41,734 | $10,808+286.1% | $9,310+348.3% | $11,248+271.0% |