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 | $429,207 | $156,398+174.4% | $147,318+191.3% | $138,895+209.0% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 12.90% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,401 | $4,853-71.1% | $4,593-69.5% | $4,194-66.6% |
| Participant deferral / active EE | $11,970 | $8,237+45.3% | $7,906+51.4% | $6,396+87.1% |
| Admin fee / account holder | $13,121 | $14,976-12.4% | $13,708-4.3% | $12,562+4.5% |