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 | $313,200 | $73,988+323.3% | $96,538+224.4% | $75,177+316.6% |
| Participation rate | 53.8% | 66.4%-12.6pp | 74.3%-20.5pp | 67.2%-13.4pp |
| Annual return | 52.33% | 26.73%+25.6pp | 35.74%+16.6pp | 160.75%-108.4pp |
| Employer contribution / active EE | $8,205 | $2,930+180.0% | $3,740+119.4% | $2,671+207.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $27,474 | $5,220+426.4% | $6,737+307.8% | $5,651+386.2% |