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 | $596,859 | $132,634+350.0% | $115,768+415.6% | $137,256+334.9% |
| Participation rate | 23.5% | 77.9%-54.3pp | 74.4%-50.9pp | 80.0%-56.4pp |
| Annual return | 13.51% | 160.70%-147.2pp | 100.46%-87.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $657 | $3,360-80.4% | $2,940-77.6% | $4,156-84.2% |
| Participant deferral / active EE | $4,944 | $5,619-12.0% | $4,917+0.5% | $6,407-22.8% |
| Admin fee / account holder | $4,145 | $15,028-72.4% | $12,439-66.7% | $12,270-66.2% |