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 | $342,216 | $160,040+113.8% | $147,096+132.6% | $145,877+134.6% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 13.62% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,164 | $5,289-78.0% | $4,936-76.4% | $4,663-75.0% |
| Participant deferral / active EE | $10,863 | $8,429+28.9% | $8,071+34.6% | $6,691+62.4% |
| Admin fee / account holder | $105,982 | $15,050+604.2% | $13,005+714.9% | $13,402+690.8% |