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 | $391,881 | $208,088+88.3% | $186,193+110.5% | $154,746+153.2% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.1%-48.5pp | 80.7%-52.1pp |
| Annual return | 11.77% | 89.97%-78.2pp | 78.03%-66.3pp | 172.34%-160.6pp |
| Employer contribution / active EE | $3,421 | $4,340-21.2% | $3,918-12.7% | $4,379-21.9% |
| Participant deferral / active EE | $4,194 | $7,078-40.7% | $6,513-35.6% | $6,730-37.7% |
| Admin fee / account holder | $1,375 | $11,698-88.2% | $11,058-87.6% | $14,365-90.4% |