Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $655,758 | $67,894+865.9% | $89,340+634.0% | $82,448+695.4% |
| Participation rate | 8.3% | 64.0%-55.7pp | 69.6%-61.2pp | 68.1%-59.7pp |
| Annual return | 15.02% | 19.21%-4.2pp | 20.57%-5.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,813 | $1,828+163.3% | $2,231+115.7% | $2,551+88.7% |
| Participant deferral / active EE | $4,816 | $3,072+56.7% | $3,823+26.0% | $4,139+16.3% |
| Admin fee / account holder | $102,119 | $5,723+1684.4% | $6,704+1423.3% | $7,234+1311.6% |