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 | $617,875 | $87,166+608.9% | $76,735+705.2% | $137,256+350.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 11.77% | 26.50%-14.7pp | 29.77%-18.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,868 | $2,904-35.7% | $2,454-23.9% | $4,156-55.0% |
| Participant deferral / active EE | $8,793 | $4,726+86.1% | $4,088+115.1% | $6,407+37.2% |
| Admin fee / account holder | $18,270 | $8,403+117.4% | $7,189+154.1% | $12,270+48.9% |