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 | $358,420 | $99,995+258.4% | $85,063+321.4% | $145,978+145.5% |
| Participation rate | 55.0% | 74.1%-19.1pp | 67.5%-12.5pp | 80.3%-25.3pp |
| Annual return | 10.83% | 83.99%-73.2pp | 66.54%-55.7pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,645 | $3,231-49.1% | $2,727-39.7% | $4,662-64.7% |
| Participant deferral / active EE | $5,881 | $5,295+11.1% | $4,523+30.0% | $6,690-12.1% |
| Admin fee / account holder | $3,302 | $7,255-54.5% | $6,155-46.3% | $13,400-75.4% |