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 | $315,419 | $181,896+73.4% | $156,551+101.5% | $273,972+15.1% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 6.31% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $9,713 | $6,248+55.5% | $5,501+76.6% | $4,869+99.5% |
| Participant deferral / active EE | $5,693 | $5,550+2.6% | $4,871+16.9% | $5,287+7.7% |
| Admin fee / account holder | $704 | $15,560-95.5% | $13,028-94.6% | $10,133-93.0% |