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 | $386,984 | $177,353+118.2% | $158,226+144.6% | $198,609+94.8% |
| Participation rate | 50.0% | 77.0%-27.0pp | 74.8%-24.8pp | 82.4%-32.4pp |
| Annual return | 6.71% | 599.50%-592.8pp | 501.41%-494.7pp | 202.70%-196.0pp |
| Employer contribution / active EE | $19,072 | $3,239+488.9% | $2,986+538.8% | $5,055+277.3% |
| Participant deferral / active EE | $17,375 | $4,615+276.5% | $4,317+302.5% | $6,977+149.0% |
| Admin fee / account holder | $6,000 | $10,960-45.3% | $10,217-41.3% | $19,030-68.5% |