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 | $312,067 | $72,071+333.0% | $68,368+356.5% | $137,256+127.4% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 14.70% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $566 | $2,788-79.7% | $2,649-78.6% | $4,156-86.4% |
| Participant deferral / active EE | $1,283 | $4,410-70.9% | $4,123-68.9% | $6,407-80.0% |
| Admin fee / account holder | $7,256 | $5,336+36.0% | $5,150+40.9% | $12,270-40.9% |