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 | $719,576 | $157,304+357.4% | $141,197+409.6% | $152,909+370.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 20.04% | 64.34%-44.3pp | 71.41%-51.4pp | 345.46%-325.4pp |
| Employer contribution / active EE | $4,038 | $5,263-23.3% | $4,736-14.7% | $4,764-15.2% |
| Participant deferral / active EE | $8,017 | $7,111+12.7% | $6,710+19.5% | $5,851+37.0% |
| Admin fee / account holder | $5,109 | $12,126-57.9% | $10,265-50.2% | $11,601-56.0% |