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 | $558,580 | $162,821+243.1% | $133,978+316.9% | $158,982+251.3% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 13.84% | 41.95%-28.1pp | 45.10%-31.3pp | 302.99%-289.1pp |
| Employer contribution / active EE | $11,380 | $4,976+128.7% | $3,919+190.4% | $4,763+138.9% |
| Participant deferral / active EE | $10,031 | $5,910+69.7% | $5,047+98.7% | $5,983+67.6% |
| Admin fee / account holder | $46,589 | $11,742+296.8% | $8,930+421.7% | $11,252+314.1% |