Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,278,504 | $166,089+669.8% | $164,928+675.2% | $145,978+775.8% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.6%-32.5pp | 80.3%-34.1pp |
| Annual return | 28.71% | 100.26%-71.6pp | 70.08%-41.4pp | 550.52%-521.8pp |
| Employer contribution / active EE | $1,181 | $5,276-77.6% | $4,343-72.8% | $4,662-74.7% |
| Participant deferral / active EE | $11,114 | $6,961+59.6% | $6,034+84.2% | $6,690+66.1% |
| Admin fee / account holder | $20,187 | $16,641+21.3% | $12,684+59.1% | $13,400+50.6% |