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 | $797,223 | $201,264+296.1% | $184,185+332.8% | $145,978+446.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 10.37% | 29.00%-18.6pp | 28.81%-18.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $50,006 | $7,021+612.3% | $6,426+678.2% | $4,662+972.7% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,472 | $16,376+6.7% | $13,909+25.6% | $13,400+30.4% |