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 | $296,969 | $88,707+234.8% | $74,184+300.3% | $273,972+8.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 4.53% | 11.94%-7.4pp | 17.74%-13.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $3,175 | $3,159+0.5% | $2,370+34.0% | $4,869-34.8% |
| Participant deferral / active EE | $6,754 | $4,212+60.4% | $3,550+90.3% | $5,287+27.7% |
| Admin fee / account holder | $2,224 | $8,717-74.5% | $5,586-60.2% | $10,133-78.1% |