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 | $1,206,557 | $108,942+1007.5% | $100,415+1101.6% | $145,897+727.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 17.98% | 58.27%-40.3pp | 49.47%-31.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,187 | $4,422-50.5% | $3,943-44.5% | $4,663-53.1% |
| Participant deferral / active EE | $15,000 | $8,461+77.3% | $8,091+85.4% | $6,689+124.2% |
| Admin fee / account holder | $4,435 | $9,702-54.3% | $7,906-43.9% | $13,390-66.9% |