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 | $507,893 | $223,823+126.9% | $211,142+140.5% | $154,746+228.2% |
| Participation rate | 53.3% | 87.9%-34.5pp | 87.3%-34.0pp | 80.7%-27.4pp |
| Annual return | 17.98% | 50.39%-32.4pp | 46.84%-28.9pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,087 | $6,787-69.3% | $6,442-67.6% | $4,379-52.3% |
| Participant deferral / active EE | $5,895 | $9,750-39.5% | $9,284-36.5% | $6,730-12.4% |
| Admin fee / account holder | $16,207 | $19,707-17.8% | $19,076-15.0% | $14,365+12.8% |