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 | $302,919 | $93,345+224.5% | $119,126+154.3% | $87,485+246.3% |
| Participation rate | 68.0% | 68.7%-0.7pp | 75.8%-7.8pp | 68.9%-0.9pp |
| Annual return | 16.64% | 19.08%-2.4pp | 282.11%-265.5pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,175 | $3,172-31.4% | $4,034-46.1% | $2,596-16.2% |
| Participant deferral / active EE | $6,414 | $4,099+56.5% | $5,318+20.6% | $4,274+50.1% |
| Admin fee / account holder | $26,252 | $8,039+226.6% | $10,693+145.5% | $7,775+237.7% |