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 | $945,625 | $185,312+410.3% | $161,489+485.6% | $154,746+511.1% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 16.96% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $5,881 | $4,769+23.3% | $4,268+37.8% | $4,379+34.3% |
| Participant deferral / active EE | $7,807 | $6,350+23.0% | $5,630+38.7% | $6,730+16.0% |
| Admin fee / account holder | $3,652 | $18,654-80.4% | $16,006-77.2% | $14,365-74.6% |