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 | $321,941 | $202,342+59.1% | $172,752+86.4% | $152,897+110.6% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 22.88% | 1029.83%-1006.9pp | 802.97%-780.1pp | 345.43%-322.5pp |
| Employer contribution / active EE | $5,857 | $5,8580% | $5,144+13.9% | $4,764+23.0% |
| Participant deferral / active EE | $18,595 | $5,948+212.6% | $5,198+257.7% | $5,851+217.8% |
| Admin fee / account holder | $1,745 | $17,111-89.8% | $13,955-87.5% | $11,599-85.0% |