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 | $736,992 | $175,257+320.5% | $149,717+392.3% | $139,456+428.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.17% | 166.70%-150.5pp | 134.41%-118.2pp | 373.45%-357.3pp |
| Employer contribution / active EE | $3,273 | $5,477-40.2% | $4,820-32.1% | $4,753-31.1% |
| Participant deferral / active EE | $8,328 | $6,521+27.7% | $5,682+46.6% | $6,711+24.1% |
| Admin fee / account holder | $3,520 | $16,156-78.2% | $13,213-73.4% | $11,407-69.1% |