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 | $440,430 | $166,242+164.9% | $165,071+166.8% | $145,884+201.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 22.63% | 100.44%-77.8pp | 70.17%-47.5pp | 551.85%-529.2pp |
| Employer contribution / active EE | $1,712 | $5,283-67.6% | $4,347-60.6% | $4,662-63.3% |
| Participant deferral / active EE | $2,626 | $6,964-62.3% | $6,035-56.5% | $6,690-60.8% |
| Admin fee / account holder | $5,572 | $16,658-66.6% | $12,695-56.1% | $13,392-58.4% |