Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $415,125 | $199,109+108.5% | $173,730+138.9% | $154,746+168.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 15.39% | 20.02%-4.6pp | 19.96%-4.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $7,634 | $5,311+43.7% | $4,577+66.8% | $4,379+74.3% |
| Participant deferral / active EE | $15,500 | $7,113+117.9% | $6,326+145.0% | $6,730+130.3% |
| Admin fee / account holder | $2,718 | $20,916-87.0% | $17,523-84.5% | $14,365-81.1% |