Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $291,453 | $126,661+130.1% | $113,397+157.0% | $138,895+109.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 17.30% | 25.05%-7.8pp | 23.20%-5.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $32,401 | $3,456+837.5% | $2,977+988.3% | $4,194+672.5% |
| Participant deferral / active EE | $20,333 | $5,693+257.2% | $5,076+300.5% | $6,396+217.9% |
| Admin fee / account holder | $14,072 | $14,549-3.3% | $11,957+17.7% | $12,562+12.0% |