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 | $688,570 | $183,627+275.0% | $155,602+342.5% | $145,978+371.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.05% | 61.32%-50.3pp | 64.81%-53.8pp | 550.52%-539.5pp |
| Employer contribution / active EE | $5,400 | $5,316+1.6% | $4,675+15.5% | $4,662+15.8% |
| Participant deferral / active EE | $16,001 | $6,466+147.5% | $5,629+184.3% | $6,690+139.2% |
| Admin fee / account holder | $996 | $19,327-94.8% | $15,923-93.7% | $13,400-92.6% |