Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $534,421 | $172,111+210.5% | $150,298+255.6% | $137,256+289.4% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 14.62% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,015 | $4,636-56.5% | $4,154-51.5% | $4,156-51.5% |
| Participant deferral / active EE | $8,333 | $6,166+35.2% | $5,453+52.8% | $6,407+30.1% |
| Admin fee / account holder | $7,113 | $16,471-56.8% | $14,116-49.6% | $12,270-42.0% |