Sign up free to preview peer percentile detail
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 | $1,150,010 | $110,379+941.9% | $102,412+1022.9% | $145,884+688.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.27% | 24.84%-8.6pp | 24.94%-8.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $30,667 | $4,216+627.4% | $3,870+692.4% | $4,662+557.8% |
| Participant deferral / active EE | $20,333 | $5,622+261.7% | $5,060+301.8% | $6,690+204.0% |
| Admin fee / account holder | $14,999 | $9,745+53.9% | $8,388+78.8% | $13,392+12.0% |