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 | $740,374 | $157,304+370.7% | $141,197+424.4% | $152,909+384.2% |
| Participation rate | 15.4% | 84.8%-69.4pp | 82.5%-67.1pp | 82.5%-67.1pp |
| Annual return | 16.25% | 64.34%-48.1pp | 71.41%-55.2pp | 345.46%-329.2pp |
| Employer contribution / active EE | $1,076 | $5,263-79.6% | $4,736-77.3% | $4,764-77.4% |
| Participant deferral / active EE | $10,757 | $7,111+51.3% | $6,710+60.3% | $5,851+83.8% |
| Admin fee / account holder | $2,661 | $12,126-78.1% | $10,265-74.1% | $11,601-77.1% |