Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $411,040 | $183,516+124.0% | $155,534+164.3% | $145,884+181.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.00% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,853 | $5,315-65.1% | $4,675-60.4% | $4,662-60.3% |
| Participant deferral / active EE | $9,000 | $6,467+39.2% | $5,630+59.8% | $6,690+34.5% |
| Admin fee / account holder | $5,237 | $19,293-72.9% | $15,900-67.1% | $13,392-60.9% |