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 | $530,276 | $226,090+134.5% | $182,531+190.5% | $152,885+246.8% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.5%-26.9pp |
| Annual return | 21.47% | 192.57%-171.1pp | 148.57%-127.1pp | 345.39%-323.9pp |
| Employer contribution / active EE | $728 | $4,978-85.4% | $4,075-82.1% | $4,763-84.7% |
| Participant deferral / active EE | $7,277 | $6,369+14.3% | $5,525+31.7% | $5,851+24.4% |
| Admin fee / account holder | $7,486 | $10,705-30.1% | $8,593-12.9% | $11,598-35.5% |