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 | $537,642 | $117,846+356.2% | $102,434+424.9% | $145,884+268.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 17.68% | 31.90%-14.2pp | 29.46%-11.8pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,865 | $3,615-48.4% | $3,023-38.3% | $4,662-60.0% |
| Participant deferral / active EE | $20,333 | $5,733+254.6% | $5,055+302.2% | $6,690+204.0% |
| Admin fee / account holder | $2,169 | $13,356-83.8% | $9,462-77.1% | $13,392-83.8% |