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 | $625,052 | $178,174+250.8% | $156,181+300.2% | $137,256+355.4% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.8%-53.8pp | 80.0%-55.0pp |
| Annual return | 13.32% | 84.19%-70.9pp | 64.87%-51.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,053 | $4,972-58.7% | $4,294-52.2% | $4,156-50.6% |
| Participant deferral / active EE | $7,508 | $6,888+9.0% | $6,132+22.4% | $6,407+17.2% |
| Admin fee / account holder | $109,010 | $17,404+526.3% | $14,586+647.4% | $12,270+788.4% |