Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $545,822 | $112,729+384.2% | $98,716+452.9% | $137,256+297.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 12.38% | 38.48%-26.1pp | 31.81%-19.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $720 | $2,725-73.6% | $2,279-68.4% | $4,156-82.7% |
| Participant deferral / active EE | $4,000 | $4,640-13.8% | $4,048-1.2% | $6,407-37.6% |
| Admin fee / account holder | $5,043 | $10,129-50.2% | $8,703-42.1% | $12,270-58.9% |