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 | $709,612 | $88,702+700.0% | $81,780+767.7% | $145,978+386.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 18.14% | 1029.12%-1011.0pp | 776.27%-758.1pp | 550.52%-532.4pp |
| Employer contribution / active EE | $2,876 | $3,084-6.8% | $2,914-1.3% | $4,662-38.3% |
| Participant deferral / active EE | $12,151 | $4,645+161.6% | $4,321+181.2% | $6,690+81.6% |
| Admin fee / account holder | $2,209 | $8,414-73.7% | $7,384-70.1% | $13,400-83.5% |