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 | $860,902 | $106,247+710.3% | $96,515+792.0% | $139,466+517.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 12.80% | 38.47%-25.7pp | 35.73%-22.9pp | 373.66%-360.9pp |
| Employer contribution / active EE | $9,420 | $4,106+129.4% | $3,740+151.9% | $4,754+98.2% |
| Participant deferral / active EE | $26,250 | $5,456+381.2% | $4,880+437.9% | $6,712+291.1% |
| Admin fee / account holder | $39,420 | $7,885+399.9% | $6,735+485.3% | $11,409+245.5% |