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 | $185,312+386.5% | $161,489+458.3% | $154,746+482.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 21.22% | 103.84%-82.6pp | 89.72%-68.5pp | 172.34%-151.1pp |
| Employer contribution / active EE | $3,336 | $4,769-30.1% | $4,268-21.8% | $4,379-23.8% |
| Participant deferral / active EE | $9,990 | $6,350+57.3% | $5,630+77.4% | $6,730+48.4% |
| Admin fee / account holder | $7,868 | $18,654-57.8% | $16,006-50.8% | $14,365-45.2% |