Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $266,352 | $165,361+61.1% | $149,715+77.9% | $158,950+67.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 29.46% | 348.24%-318.8pp | 276.66%-247.2pp | 302.91%-273.4pp |
| Employer contribution / active EE | $3,037 | $5,103-40.5% | $4,645-34.6% | $4,762-36.2% |
| Participant deferral / active EE | $8,546 | $7,182+19.0% | $6,842+24.9% | $5,983+42.8% |
| Admin fee / account holder | $316 | $10,808-97.1% | $9,310-96.6% | $11,248-97.2% |