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 | $368,719 | $135,639+171.8% | $110,241+234.5% | $135,382+172.4% |
| Participation rate | 56.3% | 83.5%-27.2pp | 79.8%-23.6pp | 82.6%-26.4pp |
| Annual return | 6.23% | 513.21%-507.0pp | 314.75%-308.5pp | 519.77%-513.5pp |
| Employer contribution / active EE | $7,448 | $4,907+51.8% | $3,827+94.6% | $4,779+55.9% |
| Participant deferral / active EE | $3,373 | $5,507-38.7% | $4,672-27.8% | $5,609-39.9% |
| Admin fee / account holder | $7,046 | $11,457-38.5% | $8,548-17.6% | $10,829-34.9% |