Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $441,413 | $185,312+138.2% | $161,489+173.3% | $154,746+185.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.63% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $12,713 | $4,769+166.6% | $4,268+197.8% | $4,379+190.3% |
| Participant deferral / active EE | $10,333 | $6,350+62.7% | $5,630+83.5% | $6,730+53.5% |
| Admin fee / account holder | $4,480 | $18,654-76.0% | $16,006-72.0% | $14,365-68.8% |