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 | $649,460 | $185,312+250.5% | $161,489+302.2% | $154,746+319.7% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 18.00% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,482 | $4,769-27.0% | $4,268-18.4% | $4,379-20.5% |
| Participant deferral / active EE | $9,234 | $6,350+45.4% | $5,630+64.0% | $6,730+37.2% |
| Admin fee / account holder | $4,613 | $18,654-75.3% | $16,006-71.2% | $14,365-67.9% |