Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $523,526 | $172,111+204.2% | $150,298+248.3% | $137,256+281.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 19.38% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,000 | $4,636-56.9% | $4,154-51.9% | $4,156-51.9% |
| Participant deferral / active EE | $11,688 | $6,166+89.6% | $5,453+114.3% | $6,407+82.4% |
| Admin fee / account holder | $684 | $16,471-95.8% | $14,116-95.2% | $12,270-94.4% |