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 | $368,063 | $135,956+170.7% | $123,894+197.1% | $273,972+34.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.90% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $6,950 | $5,170+34.4% | $4,617+50.5% | $4,869+42.7% |
| Participant deferral / active EE | $11,417 | $6,343+80.0% | $5,984+90.8% | $5,287+115.9% |
| Admin fee / account holder | $34,168 | $9,817+248.0% | $8,357+308.8% | $10,133+237.2% |