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 | $340,588 | $215,361+58.1% | $171,082+99.1% | $273,972+24.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 8.46% | 25.14%-16.7pp | 32.56%-24.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,536 | $4,967-48.9% | $4,002-36.6% | $4,869-47.9% |
| Participant deferral / active EE | $16,000 | $5,543+188.6% | $4,797+233.5% | $5,287+202.6% |
| Admin fee / account holder | $17,441 | $10,846+60.8% | $8,520+104.7% | $10,133+72.1% |