Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $259,117 | $110,039+135.5% | $97,260+166.4% | $145,884+77.6% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 11.71% | 244.44%-232.7pp | 75.54%-63.8pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,373 | $3,074-55.3% | $2,721-49.5% | $4,662-70.5% |
| Participant deferral / active EE | $1,373 | $4,674-70.6% | $4,262-67.8% | $6,690-79.5% |
| Admin fee / account holder | $4,935 | $6,204-20.4% | $5,640-12.5% | $13,392-63.1% |