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 | $549,675 | $176,105+212.1% | $159,474+244.7% | $167,536+228.1% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 16.90% | 331.91%-315.0pp | 263.68%-246.8pp | 478.82%-461.9pp |
| Employer contribution / active EE | $2,570 | $5,299-51.5% | $4,831-46.8% | $4,839-46.9% |
| Participant deferral / active EE | $5,460 | $7,751-29.6% | $7,353-25.7% | $6,342-13.9% |
| Admin fee / account holder | $20,174 | $12,559+60.6% | $10,802+86.8% | $12,315+63.8% |