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 | $380,797 | $208,088+83.0% | $186,193+104.5% | $154,746+146.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 8.77% | 89.97%-81.2pp | 78.03%-69.3pp | 172.34%-163.6pp |
| Employer contribution / active EE | $2,543 | $4,340-41.4% | $3,918-35.1% | $4,379-41.9% |
| Participant deferral / active EE | $7,361 | $7,078+4.0% | $6,513+13.0% | $6,730+9.4% |
| Admin fee / account holder | $6,910 | $11,698-40.9% | $11,058-37.5% | $14,365-51.9% |