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 | $253,555 | $111,535+127.3% | $105,223+141.0% | $137,256+84.7% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 14.72% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,287 | $3,939-42.0% | $3,689-38.0% | $4,156-45.0% |
| Participant deferral / active EE | $7,478 | $5,500+36.0% | $5,072+47.5% | $6,407+16.7% |
| Admin fee / account holder | $626 | $9,721-93.6% | $8,859-92.9% | $12,270-94.9% |