Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $996,058 | $211,105+371.8% | $178,449+458.2% | $145,978+582.3% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 20.57% | 30.19%-9.6pp | 27.09%-6.5pp | 550.52%-529.9pp |
| Employer contribution / active EE | $1,715 | $4,569-62.5% | $3,951-56.6% | $4,662-63.2% |
| Participant deferral / active EE | $7,667 | $6,959+10.2% | $6,277+22.1% | $6,690+14.6% |
| Admin fee / account holder | $11,201 | $12,017-6.8% | $10,362+8.1% | $13,400-16.4% |