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 | $492,509 | $133,981+267.6% | $112,249+338.8% | $134,532+266.1% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | 39.03% | 47.16%-8.1pp | 27.48%+11.5pp | 418.27%-379.2pp |
| Employer contribution / active EE | $1,566 | $4,040-61.2% | $3,636-56.9% | $4,741-67.0% |
| Participant deferral / active EE | $5,400 | $5,292+2.0% | $4,729+14.2% | $6,401-15.6% |
| Admin fee / account holder | $2,234 | $7,492-70.2% | $6,412-65.2% | $11,429-80.5% |