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 | $335,131 | $172,111+94.7% | $150,298+123.0% | $137,256+144.2% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 12.17% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,963 | $4,636-36.1% | $4,154-28.7% | $4,156-28.7% |
| Participant deferral / active EE | $7,671 | $6,166+24.4% | $5,453+40.7% | $6,407+19.7% |
| Admin fee / account holder | $4,647 | $16,471-71.8% | $14,116-67.1% | $12,270-62.1% |