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 | $2,032,396 | $154,467+1215.8% | $130,270+1460.1% | $139,487+1357.1% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 21.05% | 30.58%-9.5pp | 38.89%-17.8pp | 373.84%-352.8pp |
| Employer contribution / active EE | $3,533 | $5,175-31.7% | $4,128-14.4% | $4,755-25.7% |
| Participant deferral / active EE | $50,000 | $8,497+488.5% | $6,797+635.6% | $6,713+644.9% |
| Admin fee / account holder | $233,080 | $9,222+2427.5% | $6,022+3770.4% | $11,407+1943.3% |