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 | $341,968 | $99,079+245.1% | $78,002+338.4% | $273,972+24.8% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.5%-32.7pp | 83.0%-40.2pp |
| Annual return | 4.84% | 217.93%-213.1pp | 425.99%-421.1pp | 41.46%-36.6pp |
| Employer contribution / active EE | $10,781 | $3,308+225.9% | $2,470+336.4% | $4,869+121.4% |
| Participant deferral / active EE | $5,986 | $4,306+39.0% | $3,497+71.2% | $5,287+13.2% |
| Admin fee / account holder | $42,433 | $8,954+373.9% | $5,481+674.2% | $10,133+318.8% |