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 | $550,809 | $93,064+491.9% | $74,577+638.6% | $273,972+101.0% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 8.20% | 26.18%-18.0pp | 20.47%-12.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $5,537 | $3,160+75.2% | $2,525+119.3% | $4,869+13.7% |
| Participant deferral / active EE | $8,000 | $4,160+92.3% | $3,458+131.3% | $5,287+51.3% |
| Admin fee / account holder | $1,737 | $5,273-67.1% | $4,138-58.0% | $10,133-82.9% |