Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $414,035 | $96,691+328.2% | $86,656+377.8% | $139,487+196.8% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 16.23% | 106.87%-90.6pp | 593.09%-576.9pp | 373.84%-357.6pp |
| Employer contribution / active EE | $816 | $3,267-75.0% | $3,025-73.0% | $4,755-82.8% |
| Participant deferral / active EE | $7,317 | $4,838+51.3% | $4,439+64.8% | $6,713+9.0% |
| Admin fee / account holder | $2,093 | $6,414-67.4% | $5,619-62.8% | $11,407-81.7% |