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 | $482,785 | $88,778+443.8% | $81,844+489.9% | $145,884+230.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 13.79% | 1033.03%-1019.2pp | 778.87%-765.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,271 | $3,087-58.8% | $2,916-56.4% | $4,662-72.7% |
| Participant deferral / active EE | $6,264 | $4,648+34.8% | $4,323+44.9% | $6,690-6.4% |
| Admin fee / account holder | $1,778 | $8,430-78.9% | $7,355-75.8% | $13,392-86.7% |