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 | $510,218 | $228,352+123.4% | $185,835+174.6% | $158,966+221.0% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 13.65% | 40.81%-27.2pp | 35.96%-22.3pp | 302.95%-289.3pp |
| Employer contribution / active EE | $789 | $4,967-84.1% | $4,087-80.7% | $4,762-83.4% |
| Participant deferral / active EE | $7,887 | $6,416+22.9% | $5,633+40.0% | $5,983+31.8% |
| Admin fee / account holder | $6,131 | $11,867-48.3% | $9,502-35.5% | $11,250-45.5% |