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 | $534,064 | $172,111+210.3% | $150,298+255.3% | $137,256+289.1% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 15.46% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,926 | $4,636-15.3% | $4,154-5.5% | $4,156-5.5% |
| Participant deferral / active EE | $8,828 | $6,166+43.2% | $5,453+61.9% | $6,407+37.8% |
| Admin fee / account holder | $6,400 | $16,471-61.1% | $14,116-54.7% | $12,270-47.8% |