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 | $495,072 | $184,014+169.0% | $161,149+207.2% | $138,895+256.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 13.15% | 21.52%-8.4pp | 21.16%-8.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $19,934 | $5,055+294.3% | $4,360+357.2% | $4,194+375.3% |
| Participant deferral / active EE | $5,950 | $6,909-13.9% | $6,153-3.3% | $6,396-7.0% |
| Admin fee / account holder | $14,971 | $18,027-17.0% | $15,194-1.5% | $12,562+19.2% |