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 | $1,321,246 | $174,379+657.7% | $152,093+768.7% | $138,895+851.3% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 13.86% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $4,160 | $4,652-10.6% | $4,175-0.4% | $4,194-0.8% |
| Participant deferral / active EE | $9,673 | $6,159+57.1% | $5,451+77.4% | $6,396+51.2% |
| Admin fee / account holder | $5,842 | $16,880-65.4% | $14,497-59.7% | $12,562-53.5% |