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 | $697,306 | $105,145+563.2% | $94,664+636.6% | $139,466+400.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 18.42% | 38.09%-19.7pp | 156.84%-138.4pp | 373.66%-355.2pp |
| Employer contribution / active EE | $19,557 | $4,107+376.2% | $3,673+432.5% | $4,754+311.4% |
| Participant deferral / active EE | $10,075 | $7,599+32.6% | $7,417+35.8% | $6,712+50.1% |
| Admin fee / account holder | $18,166 | $8,972+102.5% | $7,222+151.5% | $11,409+59.2% |