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 | $291,279 | $174,379+67.0% | $152,093+91.5% | $138,895+109.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 14.11% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,336 | $4,652-49.8% | $4,175-44.1% | $4,194-44.3% |
| Participant deferral / active EE | $5,898 | $6,159-4.2% | $5,451+8.2% | $6,396-7.8% |
| Admin fee / account holder | $10,423 | $16,880-38.3% | $14,497-28.1% | $12,562-17.0% |