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 | $251,166 | $105,200+138.8% | $159,474+57.5% | $85,847+192.6% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.8%-23.9pp | 69.3%-10.3pp |
| Annual return | 14.24% | 45.08%-30.8pp | 263.68%-249.4pp | 318.61%-304.4pp |
| Employer contribution / active EE | $860 | $3,319-74.1% | $4,831-82.2% | $2,565-66.5% |
| Participant deferral / active EE | $6,641 | $5,946+11.7% | $7,353-9.7% | $3,952+68.0% |
| Admin fee / account holder | $20,037 | $6,934+188.9% | $10,802+85.5% | $6,261+220.0% |