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 | $100,139+257.9% | $85,187+320.7% | $145,884+145.7% |
| Participation rate | 55.0% | 74.1%-19.1pp | 67.5%-12.5pp | 80.3%-25.3pp |
| Annual return | 10.83% | 84.15%-73.3pp | 66.67%-55.8pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,645 | $3,238-49.2% | $2,732-39.8% | $4,662-64.7% |
| Participant deferral / active EE | $5,881 | $5,296+11.1% | $4,525+30.0% | $6,690-12.1% |
| Admin fee / account holder | $3,302 | $7,262-54.5% | $6,162-46.4% | $13,392-75.3% |