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 | $436,897 | $165,381+164.2% | $149,730+191.8% | $158,966+174.8% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 13.35% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $3,032 | $5,104-40.6% | $4,645-34.7% | $4,762-36.3% |
| Participant deferral / active EE | $10,650 | $7,182+48.3% | $6,843+55.6% | $5,983+78.0% |
| Admin fee / account holder | $6,743 | $10,809-37.6% | $9,310-27.6% | $11,250-40.1% |