Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $278,590 | $159,978+74.1% | $147,041+89.5% | $145,978+90.8% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 16.73% | 98.36%-81.6pp | 419.21%-402.5pp | 550.52%-533.8pp |
| Employer contribution / active EE | $3,736 | $5,288-29.4% | $4,935-24.3% | $4,662-19.9% |
| Participant deferral / active EE | $4,524 | $8,429-46.3% | $8,071-44.0% | $6,690-32.4% |
| Admin fee / account holder | $1,273 | $15,053-91.5% | $13,006-90.2% | $13,400-90.5% |