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 | $250,912 | $79,894+214.1% | $135,792+84.8% | $82,637+203.6% |
| Participation rate | 31.6% | 63.0%-31.4pp | 72.6%-41.0pp | 68.1%-36.5pp |
| Annual return | 16.48% | 17.20%-0.7pp | 25.96%-9.5pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,461 | $2,165-32.5% | $3,496-58.2% | $2,552-42.8% |
| Participant deferral / active EE | $5,026 | $3,194+57.4% | $4,759+5.6% | $4,126+21.8% |
| Admin fee / account holder | $1,478 | $6,434-77.0% | $12,266-88.0% | $7,339-79.9% |