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 | $1,251,509 | $211,946+490.5% | $169,452+638.6% | $135,380+824.4% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -8.20% | 3.26%-11.5pp | 1.83%-10.0pp | 519.81%-528.0pp |
| Employer contribution / active EE | $6,267 | $5,117+22.5% | $4,157+50.8% | $4,779+31.1% |
| Participant deferral / active EE | $14,333 | $6,075+135.9% | $5,277+171.6% | $5,609+155.5% |
| Admin fee / account holder | $12,377 | $11,472+7.9% | $9,110+35.9% | $10,828+14.3% |