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 | $286,697 | $88,778+222.9% | $81,844+250.3% | $145,884+96.5% |
| Participation rate | 21.1% | 75.1%-54.0pp | 72.4%-51.3pp | 80.3%-59.3pp |
| Annual return | 13.08% | 1033.03%-1020.0pp | 778.87%-765.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,564 | $3,087-49.3% | $2,916-46.4% | $4,662-66.5% |
| Participant deferral / active EE | $3,039 | $4,648-34.6% | $4,323-29.7% | $6,690-54.6% |
| Admin fee / account holder | $7,509 | $8,430-10.9% | $7,355+2.1% | $13,392-43.9% |