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 | $319,900 | $148,623+115.2% | $135,974+135.3% | $139,466+129.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 12.89% | 79.30%-66.4pp | 68.30%-55.4pp | 373.66%-360.8pp |
| Employer contribution / active EE | $1,859 | $5,246-64.6% | $4,859-61.7% | $4,754-60.9% |
| Participant deferral / active EE | $3,250 | $8,103-59.9% | $7,760-58.1% | $6,712-51.6% |
| Admin fee / account holder | $2,310 | $12,406-81.4% | $10,767-78.5% | $11,409-79.8% |