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 | $429,809 | $107,363+300.3% | $92,909+362.6% | $152,897+181.1% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 23.09% | 145.63%-122.5pp | 109.44%-86.4pp | 345.43%-322.3pp |
| Employer contribution / active EE | $5,705 | $4,222+35.1% | $3,653+56.1% | $4,764+19.8% |
| Participant deferral / active EE | $10,501 | $4,848+116.6% | $4,238+147.8% | $5,851+79.5% |
| Admin fee / account holder | $6,204 | $7,082-12.4% | $5,795+7.1% | $11,599-46.5% |