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 | $485,974 | $183,592+164.7% | $155,574+212.4% | $145,877+233.1% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 11.54% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,943 | $5,317-63.4% | $4,676-58.4% | $4,663-58.3% |
| Participant deferral / active EE | $3,377 | $6,466-47.8% | $5,629-40.0% | $6,691-49.5% |
| Admin fee / account holder | $29,632 | $19,316+53.4% | $15,914+86.2% | $13,402+121.1% |