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 | $901,540 | $172,111+423.8% | $150,298+499.8% | $137,256+556.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 21.22% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,336 | $4,636-28.0% | $4,154-19.7% | $4,156-19.7% |
| Participant deferral / active EE | $9,990 | $6,166+62.0% | $5,453+83.2% | $6,407+55.9% |
| Admin fee / account holder | $7,868 | $16,471-52.2% | $14,116-44.3% | $12,270-35.9% |