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 | $1,277,334 | $225,673+466.0% | $203,872+526.5% | $155,188+723.1% |
| Participation rate | 7.1% | 80.3%-73.2pp | 77.8%-70.7pp | 80.8%-73.7pp |
| Annual return | 9.68% | 95.91%-86.2pp | 85.11%-75.4pp | 148.84%-139.2pp |
| Employer contribution / active EE | $3,481 | $4,099-15.1% | $3,757-7.3% | $4,248-18.0% |
| Participant deferral / active EE | $6,741 | $6,893-2.2% | $6,388+5.5% | $6,531+3.2% |
| Admin fee / account holder | $153,687 | $12,327+1146.7% | $11,730+1210.2% | $14,480+961.4% |