Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $301,333 | $209,336+43.9% | $197,124+52.9% | $137,256+119.5% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 13.57% | 48.09%-34.5pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $22,250 | $6,591+237.6% | $6,227+257.3% | $4,156+435.4% |
| Participant deferral / active EE | $11,250 | $9,614+17.0% | $9,135+23.2% | $6,407+75.6% |
| Admin fee / account holder | $2,940 | $17,308-83.0% | $16,298-82.0% | $12,270-76.0% |