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 | $1,031,593 | $209,336+392.8% | $197,124+423.3% | $137,256+651.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 19.82% | 48.09%-28.3pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $13,809 | $6,591+109.5% | $6,227+121.7% | $4,156+232.3% |
| Participant deferral / active EE | $8,560 | $9,614-11.0% | $9,135-6.3% | $6,407+33.6% |
| Admin fee / account holder | $182,943 | $17,308+957.0% | $16,298+1022.5% | $12,270+1391.0% |