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 | $367,744 | $110,379+233.2% | $102,412+259.1% | $145,884+152.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 13.51% | 24.84%-11.3pp | 24.94%-11.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,300 | $4,216-45.5% | $3,870-40.6% | $4,662-50.7% |
| Participant deferral / active EE | $5,535 | $5,622-1.5% | $5,060+9.4% | $6,690-17.3% |
| Admin fee / account holder | $8,411 | $9,745-13.7% | $8,388+0.3% | $13,392-37.2% |