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 | $317,167 | $209,422+51.4% | $178,503+77.7% | $158,982+99.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 7.72% | 188.81%-181.1pp | 151.12%-143.4pp | 302.99%-295.3pp |
| Employer contribution / active EE | $6,965 | $5,707+22.1% | $5,011+39.0% | $4,763+46.2% |
| Participant deferral / active EE | $5,155 | $5,955-13.4% | $5,202-0.9% | $5,983-13.8% |
| Admin fee / account holder | $7,565 | $17,079-55.7% | $13,987-45.9% | $11,252-32.8% |