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 | $345,932 | $160,040+116.2% | $147,096+135.2% | $145,877+137.1% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 9.73% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,006 | $5,289-43.2% | $4,936-39.1% | $4,663-35.5% |
| Participant deferral / active EE | $7,788 | $8,429-7.6% | $8,071-3.5% | $6,691+16.4% |
| Admin fee / account holder | $3,753 | $15,050-75.1% | $13,005-71.1% | $13,402-72.0% |