Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $457,233 | $183,516+149.2% | $155,534+194.0% | $145,884+213.4% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 11.66% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,598 | $5,315-69.9% | $4,675-65.8% | $4,662-65.7% |
| Participant deferral / active EE | $4,500 | $6,467-30.4% | $5,630-20.1% | $6,690-32.7% |
| Admin fee / account holder | $2,195 | $19,293-88.6% | $15,900-86.2% | $13,392-83.6% |