Sign up free to preview peer percentile detail
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 | $310,356 | $185,883+67.0% | $170,043+82.5% | $139,466+122.5% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 22.92% | 60.54%-37.6pp | 53.40%-30.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $9,150 | $7,596+20.5% | $6,790+34.8% | $4,754+92.5% |
| Participant deferral / active EE | $11,250 | $11,626-3.2% | $10,410+8.1% | $6,712+67.6% |
| Admin fee / account holder | $2,514 | $15,393-83.7% | $12,824-80.4% | $11,409-78.0% |