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 | $312,331 | $209,428+49.1% | $178,498+75.0% | $158,950+96.5% |
| Participation rate | 16.7% | 86.4%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 13.01% | 188.78%-175.8pp | 151.09%-138.1pp | 302.91%-289.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,163 | $5,955-30.1% | $5,202-20.0% | $5,983-30.4% |
| Admin fee / account holder | $2,591 | $17,077-84.8% | $13,985-81.5% | $11,248-77.0% |