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 | $388,423 | $57,119+580.0% | $85,187+356.0% | $80,935+379.9% |
| Participation rate | 68.8% | 56.4%+12.3pp | 67.5%+1.2pp | 67.7%+1.1pp |
| Annual return | 15.65% | 21.70%-6.1pp | 66.67%-51.0pp | 35.66%-20.0pp |
| Employer contribution / active EE | $5,041 | $1,802+179.8% | $2,732+84.5% | $2,757+82.9% |
| Participant deferral / active EE | $11,159 | $3,115+258.3% | $4,525+146.6% | $4,299+159.5% |
| Admin fee / account holder | $80,115 | $4,990+1505.5% | $6,162+1200.2% | $6,924+1057.0% |