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 | $584,489 | $171,492+240.8% | $150,734+287.8% | $198,609+194.3% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 16.41% | 804.70%-788.3pp | 600.81%-584.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $2,099 | $5,470-61.6% | $4,918-57.3% | $5,055-58.5% |
| Participant deferral / active EE | $13,369 | $6,259+113.6% | $5,610+138.3% | $6,977+91.6% |
| Admin fee / account holder | $548 | $17,628-96.9% | $14,905-96.3% | $19,030-97.1% |