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 | $266,308 | $159,978+66.5% | $147,041+81.1% | $145,978+82.4% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 16.71% | 98.36%-81.7pp | 419.21%-402.5pp | 550.52%-533.8pp |
| Employer contribution / active EE | $2,704 | $5,288-48.9% | $4,935-45.2% | $4,662-42.0% |
| Participant deferral / active EE | $8,643 | $8,429+2.5% | $8,071+7.1% | $6,690+29.2% |
| Admin fee / account holder | $3,725 | $15,053-75.3% | $13,006-71.4% | $13,400-72.2% |