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 | $480,071 | $223,823+114.5% | $211,142+127.4% | $154,746+210.2% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 16.81% | 50.39%-33.6pp | 46.84%-30.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,254 | $6,787-52.1% | $6,442-49.5% | $4,379-25.7% |
| Participant deferral / active EE | $9,079 | $9,750-6.9% | $9,284-2.2% | $6,730+34.9% |
| Admin fee / account holder | $4,354 | $19,707-77.9% | $19,076-77.2% | $14,365-69.7% |