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 | $374,949 | $154,228+143.1% | $145,433+157.8% | $137,256+173.2% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 15.30% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,790 | $4,804-62.7% | $4,554-60.7% | $4,156-56.9% |
| Participant deferral / active EE | $4,647 | $8,216-43.4% | $7,897-41.2% | $6,407-27.5% |
| Admin fee / account holder | $1,917 | $14,344-86.6% | $13,129-85.4% | $12,270-84.4% |