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 | $1,073,441 | $212,386+405.4% | $199,883+437.0% | $138,895+672.8% |
| Participation rate | 33.3% | 87.4%-54.0pp | 86.8%-53.4pp | 79.9%-46.6pp |
| Annual return | 15.12% | 47.75%-32.6pp | 43.81%-28.7pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,600 | $6,625-75.8% | $6,261-74.4% | $4,194-61.9% |
| Participant deferral / active EE | $11,580 | $9,617+20.4% | $9,138+26.7% | $6,396+81.0% |
| Admin fee / account holder | $10,087 | $18,233-44.7% | $17,268-41.6% | $12,562-19.7% |