Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $273,301 | $165,399+65.2% | $149,745+82.5% | $158,982+71.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 15.34% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.6pp |
| Employer contribution / active EE | $1,121 | $5,105-78.0% | $4,646-75.9% | $4,763-76.5% |
| Participant deferral / active EE | $5,590 | $7,183-22.2% | $6,843-18.3% | $5,983-6.6% |
| Admin fee / account holder | $1,328 | $10,811-87.7% | $9,312-85.7% | $11,252-88.2% |