Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $511,246 | $227,399+124.8% | $189,758+169.4% | $198,609+157.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 6.50% | 61.03%-54.5pp | 52.62%-46.1pp | 202.70%-196.2pp |
| Employer contribution / active EE | $22,351 | $5,526+304.5% | $4,767+368.9% | $5,055+342.1% |
| Participant deferral / active EE | $20,500 | $6,837+199.8% | $5,856+250.1% | $6,977+193.8% |
| Admin fee / account holder | $19,308 | $25,162-23.3% | $20,388-5.3% | $19,030+1.5% |