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 | $609,122 | $196,972+209.2% | $182,262+234.2% | $198,609+206.7% |
| Participation rate | 69.2% | 85.7%-16.5pp | 84.2%-15.0pp | 82.4%-13.1pp |
| Annual return | 12.96% | 158.27%-145.3pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $3,556 | $5,364-33.7% | $5,046-29.5% | $5,055-29.7% |
| Participant deferral / active EE | $8,694 | $8,643+0.6% | $8,276+5.0% | $6,977+24.6% |
| Admin fee / account holder | $47,361 | $18,429+157.0% | $16,712+183.4% | $19,030+148.9% |