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 | $433,185 | $181,062+139.2% | $158,223+173.8% | $155,188+179.1% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 15.63% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $13,549 | $4,565+196.8% | $4,109+229.8% | $4,248+219.0% |
| Participant deferral / active EE | $10,192 | $6,134+66.1% | $5,467+86.4% | $6,531+56.0% |
| Admin fee / account holder | $10,791 | $18,825-42.7% | $16,047-32.8% | $14,480-25.5% |