Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $454,590 | $109,967+313.4% | $97,197+367.7% | $145,877+211.6% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 9.40% | 244.27%-234.9pp | 75.47%-66.1pp | 551.28%-541.9pp |
| Employer contribution / active EE | $9,500 | $3,077+208.8% | $2,723+248.9% | $4,663+103.7% |
| Participant deferral / active EE | $20,333 | $4,676+334.8% | $4,263+376.9% | $6,691+203.9% |
| Admin fee / account holder | $4,203 | $6,199-32.2% | $5,637-25.5% | $13,402-68.6% |