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 | $868,924 | $125,778+590.8% | $114,563+658.5% | $154,746+461.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 17.52% | 295.14%-277.6pp | 241.09%-223.6pp | 172.34%-154.8pp |
| Employer contribution / active EE | $793 | $2,806-71.8% | $2,592-69.4% | $4,379-81.9% |
| Participant deferral / active EE | $15,292 | $4,445+244.1% | $4,142+269.2% | $6,730+127.2% |
| Admin fee / account holder | $3,983 | $8,190-51.4% | $7,623-47.8% | $14,365-72.3% |