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 | $389,813 | $102,938+278.7% | $94,105+314.2% | $138,895+180.7% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 17.16% | 250.28%-233.1pp | 204.55%-187.4pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,065 | $2,732+12.2% | $2,504+22.4% | $4,194-26.9% |
| Participant deferral / active EE | $20,667 | $4,196+392.5% | $3,881+432.5% | $6,396+223.1% |
| Admin fee / account holder | $3,188 | $6,600-51.7% | $6,199-48.6% | $12,562-74.6% |