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 | $844,404 | $161,352+423.3% | $134,172+529.3% | $137,256+515.2% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.5%-39.1pp | 80.0%-46.6pp |
| Annual return | 11.55% | 28.72%-17.2pp | 25.30%-13.7pp | 220.34%-208.8pp |
| Employer contribution / active EE | $933 | $4,099-77.2% | $3,420-72.7% | $4,156-77.5% |
| Participant deferral / active EE | $10,333 | $5,552+86.1% | $4,690+120.3% | $6,407+61.3% |
| Admin fee / account holder | $10,657 | $15,028-29.1% | $12,016-11.3% | $12,270-13.1% |