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 | $905,464 | $117,829+668.5% | $102,423+784.0% | $145,877+520.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 22.92% | 31.83%-8.9pp | 29.42%-6.5pp | 551.28%-528.4pp |
| Employer contribution / active EE | $1,074 | $3,615-70.3% | $3,023-64.5% | $4,663-77.0% |
| Participant deferral / active EE | $6,439 | $5,732+12.3% | $5,054+27.4% | $6,691-3.8% |
| Admin fee / account holder | $18,322 | $13,335+37.4% | $9,455+93.8% | $13,402+36.7% |