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 | $781,634 | $156,398+399.8% | $147,318+430.6% | $138,895+462.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 13.38% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $4,755 | $4,853-2.0% | $4,593+3.5% | $4,194+13.4% |
| Participant deferral / active EE | $14,680 | $8,237+78.2% | $7,906+85.7% | $6,396+129.5% |
| Admin fee / account holder | $499 | $14,976-96.7% | $13,708-96.4% | $12,562-96.0% |