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 | $744,488 | $106,923+596.3% | $84,023+786.1% | $152,909+386.9% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 23.42% | 105.02%-81.6pp | 71.32%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $1,080 | $2,735-60.5% | $1,984-45.6% | $4,764-77.3% |
| Participant deferral / active EE | $8,333 | $4,013+107.7% | $3,239+157.3% | $5,851+42.4% |
| Admin fee / account holder | $26,485 | $8,289+219.5% | $6,102+334.0% | $11,601+128.3% |