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 | $415,301 | $117,846+252.4% | $102,434+305.4% | $145,884+184.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 22.69% | 31.90%-9.2pp | 29.46%-6.8pp | 551.85%-529.2pp |
| Employer contribution / active EE | $2,179 | $3,615-39.7% | $3,023-27.9% | $4,662-53.3% |
| Participant deferral / active EE | $6,376 | $5,733+11.2% | $5,055+26.1% | $6,690-4.7% |
| Admin fee / account holder | $313 | $13,356-97.7% | $9,462-96.7% | $13,392-97.7% |