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 | $877,438 | $183,978+376.9% | $162,171+441.1% | $152,885+473.9% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.6%-50.1pp | 82.5%-45.0pp |
| Annual return | 26.96% | 150.78%-123.8pp | 115.60%-88.6pp | 345.39%-318.4pp |
| Employer contribution / active EE | $1,949 | $6,370-69.4% | $5,613-65.3% | $4,763-59.1% |
| Participant deferral / active EE | $3,811 | $8,033-52.6% | $7,297-47.8% | $5,851-34.9% |
| Admin fee / account holder | $33,753 | $13,122+157.2% | $10,843+211.3% | $11,598+191.0% |