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 | $299,136 | $129,737+130.6% | $119,126+151.1% | $154,746+93.3% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 13.88% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,535 | $4,375-64.9% | $4,034-61.9% | $4,379-64.9% |
| Participant deferral / active EE | $4,738 | $5,842-18.9% | $5,318-10.9% | $6,730-29.6% |
| Admin fee / account holder | $20,135 | $11,961+68.3% | $10,693+88.3% | $14,365+40.2% |