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 | $555,739 | $124,980+344.7% | $108,359+412.9% | $154,746+259.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 8.26% | 45.00%-36.7pp | 36.89%-28.6pp | 172.34%-164.1pp |
| Employer contribution / active EE | $1,068 | $2,851-62.5% | $2,399-55.5% | $4,379-75.6% |
| Participant deferral / active EE | $2,007 | $4,743-57.7% | $4,137-51.5% | $6,730-70.2% |
| Admin fee / account holder | $19,086 | $11,502+65.9% | $9,741+95.9% | $14,365+32.9% |