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 | $312,019 | $93,345+234.3% | $119,126+161.9% | $87,485+256.7% |
| Participation rate | 37.5% | 68.7%-31.2pp | 75.8%-38.3pp | 68.9%-31.4pp |
| Annual return | 15.08% | 19.08%-4.0pp | 282.11%-267.0pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,869 | $3,172+22.0% | $4,034-4.1% | $2,596+49.0% |
| Participant deferral / active EE | $6,687 | $4,099+63.2% | $5,318+25.7% | $4,274+56.5% |
| Admin fee / account holder | $26,568 | $8,039+230.5% | $10,693+148.5% | $7,775+241.7% |