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 | $574,955 | $174,379+229.7% | $152,093+278.0% | $138,895+313.9% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 16.22% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $15,377 | $4,652+230.6% | $4,175+268.3% | $4,194+266.6% |
| Participant deferral / active EE | $17,667 | $6,159+186.8% | $5,451+224.1% | $6,396+176.2% |
| Admin fee / account holder | $6,125 | $16,880-63.7% | $14,497-57.7% | $12,562-51.2% |