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 | $426,838 | $156,616+172.5% | $133,346+220.1% | $198,609+114.9% |
| Participation rate | 60.0% | 77.7%-17.7pp | 72.8%-12.8pp | 82.4%-22.4pp |
| Annual return | 18.64% | 44.25%-25.6pp | 36.85%-18.2pp | 202.70%-184.1pp |
| Employer contribution / active EE | $2,474 | $3,368-26.5% | $2,853-13.3% | $5,055-51.1% |
| Participant deferral / active EE | $4,054 | $4,920-17.6% | $4,332-6.4% | $6,977-41.9% |
| Admin fee / account holder | $12,485 | $17,468-28.5% | $14,264-12.5% | $19,030-34.4% |