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 | $463,130 | $185,312+149.9% | $161,489+186.8% | $154,746+199.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 19.22% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $4,696 | $4,769-1.5% | $4,268+10.0% | $4,379+7.2% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,865 | $18,654-79.3% | $16,006-75.9% | $14,365-73.1% |