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 | $622,319 | $157,304+295.6% | $141,197+340.7% | $152,909+307.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 16.54% | 64.34%-47.8pp | 71.41%-54.9pp | 345.46%-328.9pp |
| Employer contribution / active EE | $3,214 | $5,263-38.9% | $4,736-32.1% | $4,764-32.5% |
| Participant deferral / active EE | $8,388 | $7,111+18.0% | $6,710+25.0% | $5,851+43.3% |
| Admin fee / account holder | $8,116 | $12,126-33.1% | $10,265-20.9% | $11,601-30.0% |