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 | $368,116 | $102,429+259.4% | $147,096+150.3% | $80,925+354.9% |
| Participation rate | 63.4% | 75.9%-12.4pp | 82.2%-18.8pp | 67.7%-4.2pp |
| Annual return | 17.44% | 135.02%-117.6pp | 419.75%-402.3pp | 35.65%-18.2pp |
| Employer contribution / active EE | $4,550 | $3,716+22.5% | $4,936-7.8% | $2,756+65.1% |
| Participant deferral / active EE | $10,256 | $6,649+54.3% | $8,071+27.1% | $4,299+138.6% |
| Admin fee / account holder | $11,439 | $7,957+43.8% | $13,005-12.0% | $6,940+64.8% |