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 | $181,062+189.1% | $158,223+230.9% | $155,188+237.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 19.38% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.5pp |
| Employer contribution / active EE | $2,000 | $4,565-56.2% | $4,109-51.3% | $4,248-52.9% |
| Participant deferral / active EE | $11,688 | $6,134+90.5% | $5,467+113.8% | $6,531+79.0% |
| Admin fee / account holder | $684 | $18,825-96.4% | $16,047-95.7% | $14,480-95.3% |