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 | $318,080 | $125,184+154.1% | $105,607+201.2% | $145,884+118.0% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 12.76% | 225.00%-212.2pp | 116.11%-103.3pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,536 | $3,720-58.7% | $3,167-51.5% | $4,662-67.1% |
| Participant deferral / active EE | $7,080 | $5,714+23.9% | $5,011+41.3% | $6,690+5.8% |
| Admin fee / account holder | $1,308 | $17,133-92.4% | $10,958-88.1% | $13,392-90.2% |