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 | $266,856 | $88,815+200.5% | $81,882+225.9% | $145,897+82.9% |
| Participation rate | 46.7% | 75.1%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 17.39% | 1033.75%-1016.4pp | 779.47%-762.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,300 | $3,086-25.5% | $2,916-21.1% | $4,663-50.7% |
| Participant deferral / active EE | $9,353 | $4,647+101.3% | $4,323+116.3% | $6,689+39.8% |
| Admin fee / account holder | $10,809 | $8,434+28.2% | $7,360+46.9% | $13,390-19.3% |