Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $876,974 | $72,272+1113.4% | $101,264+766.0% | $79,858+998.2% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 107.76% | 22.30%+85.5pp | 46.48%+61.3pp | 31.72%+76.0pp |
| Employer contribution / active EE | $2,766 | $2,692+2.7% | $3,660-24.4% | $2,471+11.9% |
| Participant deferral / active EE | $3,689 | $3,282+12.4% | $4,370-15.6% | $3,740-1.4% |
| Admin fee / account holder | $3,278 | $4,401-25.5% | $5,947-44.9% | $5,306-38.2% |