Sign up free to preview peer percentile detail
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 | $1,113,407 | $178,174+524.9% | $156,181+612.9% | $137,256+711.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 11.14% | 84.19%-73.0pp | 64.87%-53.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $12,000 | $4,972+141.4% | $4,294+179.5% | $4,156+188.7% |
| Participant deferral / active EE | $15,000 | $6,888+117.8% | $6,132+144.6% | $6,407+134.1% |
| Admin fee / account holder | $9,199 | $17,404-47.1% | $14,586-36.9% | $12,270-25.0% |