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 | $442,431 | $198,457+122.9% | $170,435+159.6% | $147,586+199.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.94% | 257.30%-241.4pp | 205.94%-190.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $3,411 | $6,183-44.8% | $5,432-37.2% | $4,876-30.1% |
| Participant deferral / active EE | $7,445 | $5,629+32.3% | $4,939+50.7% | $5,439+36.9% |
| Admin fee / account holder | $12,955 | $16,852-23.1% | $13,881-6.7% | $10,886+19.0% |