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 | $645,065 | $118,877+442.6% | $96,570+568.0% | $167,536+285.0% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 18.31% | 50.50%-32.2pp | 37.79%-19.5pp | 478.82%-460.5pp |
| Employer contribution / active EE | $1,043 | $3,121-66.6% | $2,357-55.8% | $4,839-78.5% |
| Participant deferral / active EE | $6,500 | $4,617+40.8% | $3,849+68.9% | $6,342+2.5% |
| Admin fee / account holder | $1,044 | $8,069-87.1% | $6,182-83.1% | $12,315-91.5% |