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 | $297,613 | $129,737+129.4% | $119,126+149.8% | $154,746+92.3% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 14.89% | 379.08%-364.2pp | 282.11%-267.2pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,595 | $4,375-40.7% | $4,034-35.7% | $4,379-40.7% |
| Participant deferral / active EE | $2,595 | $5,842-55.6% | $5,318-51.2% | $6,730-61.4% |
| Admin fee / account holder | $16,602 | $11,961+38.8% | $10,693+55.3% | $14,365+15.6% |