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 | $256,062 | $98,776+159.2% | $149,745+71.0% | $79,856+220.7% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.5%-14.8pp | 69.6%-2.0pp |
| Annual return | 56.93% | 27.38%+29.5pp | 276.72%-219.8pp | 31.71%+25.2pp |
| Employer contribution / active EE | $2,741 | $3,217-14.8% | $4,646-41.0% | $2,471+10.9% |
| Participant deferral / active EE | $6,160 | $5,681+8.4% | $6,843-10.0% | $3,741+64.7% |
| Admin fee / account holder | $25,889 | $6,053+327.7% | $9,312+178.0% | $5,306+387.9% |