Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $267,323 | $125,193+113.5% | $105,591+153.2% | $145,978+83.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 33.76% | 225.53%-191.8pp | 116.43%-82.7pp | 550.52%-516.8pp |
| Employer contribution / active EE | $5,000 | $3,718+34.5% | $3,166+57.9% | $4,662+7.3% |
| Participant deferral / active EE | $7,800 | $5,708+36.7% | $5,008+55.7% | $6,690+16.6% |
| Admin fee / account holder | $1,366 | $17,277-92.1% | $11,024-87.6% | $13,400-89.8% |