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 | $677,934 | $178,174+280.5% | $156,181+334.1% | $137,256+393.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 14.04% | 84.19%-70.2pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $24,860 | $4,972+400.0% | $4,294+479.0% | $4,156+498.2% |
| Participant deferral / active EE | $13,540 | $6,888+96.6% | $6,132+120.8% | $6,407+111.3% |
| Admin fee / account holder | $4,629 | $17,404-73.4% | $14,586-68.3% | $12,270-62.3% |