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 | $390,815 | $210,698+85.5% | $178,014+119.5% | $145,959+167.8% |
| Participation rate | 38.5% | 80.8%-42.3pp | 77.1%-38.6pp | 80.3%-41.8pp |
| Annual return | 10.12% | 386.27%-376.2pp | 294.80%-284.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,135 | $4,567-75.1% | $3,950-71.3% | $4,661-75.6% |
| Participant deferral / active EE | $4,097 | $6,958-41.1% | $6,276-34.7% | $6,689-38.7% |
| Admin fee / account holder | $416,930 | $12,016+3369.8% | $10,362+3923.8% | $13,398+3011.9% |