Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $317,175 | $113,338+179.8% | $94,993+233.9% | $147,586+114.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 14.63% | 20.80%-6.2pp | 27.14%-12.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $2,500 | $3,160-20.9% | $2,603-4.0% | $4,876-48.7% |
| Participant deferral / active EE | $9,000 | $3,777+138.3% | $3,317+171.3% | $5,439+65.5% |
| Admin fee / account holder | $2,824 | $6,063-53.4% | $4,960-43.1% | $10,886-74.1% |