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 | $257,529 | $86,940+196.2% | $102,434+151.4% | $80,935+218.2% |
| Participation rate | 49.4% | 72.4%-23.0pp | 76.5%-27.1pp | 67.7%-18.3pp |
| Annual return | 25.15% | 18.89%+6.3pp | 29.46%-4.3pp | 35.66%-10.5pp |
| Employer contribution / active EE | $2,434 | $2,370+2.7% | $3,023-19.5% | $2,757-11.7% |
| Participant deferral / active EE | $4,383 | $4,121+6.3% | $5,055-13.3% | $4,299+1.9% |
| Admin fee / account holder | $2,568 | $8,047-68.1% | $9,462-72.9% | $6,924-62.9% |