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 | $251,944 | $165,361+52.4% | $149,715+68.3% | $158,950+58.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 30.44% | 348.24%-317.8pp | 276.66%-246.2pp | 302.91%-272.5pp |
| Employer contribution / active EE | $18,669 | $5,103+265.8% | $4,645+301.9% | $4,762+292.0% |
| Participant deferral / active EE | $13,535 | $7,182+88.5% | $6,842+97.8% | $5,983+126.2% |
| Admin fee / account holder | $14,236 | $10,808+31.7% | $9,310+52.9% | $11,248+26.6% |