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 | $459,509 | $101,618+352.2% | $93,063+393.8% | $137,256+234.8% |
| Participation rate | 20.0% | 74.9%-54.9pp | 72.1%-52.1pp | 80.0%-60.0pp |
| Annual return | 16.96% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $775 | $2,707-71.4% | $2,476-68.7% | $4,156-81.4% |
| Participant deferral / active EE | $4,133 | $4,279-3.4% | $3,958+4.4% | $6,407-35.5% |
| Admin fee / account holder | $1,855 | $6,198-70.1% | $6,033-69.3% | $12,270-84.9% |