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 | $594,357 | $227,399+161.4% | $189,758+213.2% | $198,609+199.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 39.03% | 61.03%-22.0pp | 52.62%-13.6pp | 202.70%-163.7pp |
| Employer contribution / active EE | $3,086 | $5,526-44.2% | $4,767-35.3% | $5,055-39.0% |
| Participant deferral / active EE | $9,700 | $6,837+41.9% | $5,856+65.6% | $6,977+39.0% |
| Admin fee / account holder | $2,723 | $25,162-89.2% | $20,388-86.6% | $19,030-85.7% |