Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $340,826 | $123,000+177.1% | $105,582+222.8% | $198,609+71.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 71.8%-21.8pp | 82.4%-32.4pp |
| Annual return | 26.69% | 18.31%+8.4pp | 18.61%+8.1pp | 202.70%-176.0pp |
| Employer contribution / active EE | $23,000 | $3,582+542.1% | $2,984+670.8% | $5,055+355.0% |
| Participant deferral / active EE | $11,750 | $5,013+134.4% | $4,353+169.9% | $6,977+68.4% |
| Admin fee / account holder | $370 | $16,254-97.7% | $12,856-97.1% | $19,030-98.1% |