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 | $394,709 | $156,616+152.0% | $133,346+196.0% | $198,609+98.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 22.99% | 44.25%-21.3pp | 36.85%-13.9pp | 202.70%-179.7pp |
| Employer contribution / active EE | $2,049 | $3,368-39.2% | $2,853-28.2% | $5,055-59.5% |
| Participant deferral / active EE | $9,958 | $4,920+102.4% | $4,332+129.9% | $6,977+42.7% |
| Admin fee / account holder | $3,041 | $17,468-82.6% | $14,264-78.7% | $19,030-84.0% |