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 | $443,412 | $110,307+302.0% | $96,576+359.1% | $139,456+218.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 14.69% | 26.40%-11.7pp | 25.87%-11.2pp | 373.45%-358.8pp |
| Employer contribution / active EE | $3,610 | $3,619-0.3% | $2,965+21.7% | $4,753-24.0% |
| Participant deferral / active EE | $11,215 | $5,547+102.2% | $4,851+131.2% | $6,711+67.1% |
| Admin fee / account holder | $7,499 | $11,597-35.3% | $8,253-9.1% | $11,407-34.3% |