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 | $308,066 | $136,860+125.1% | $120,344+156.0% | $154,746+99.1% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 10.89% | 21.38%-10.5pp | 20.30%-9.4pp | 172.34%-161.4pp |
| Employer contribution / active EE | $2,175 | $3,533-38.4% | $3,020-28.0% | $4,379-50.3% |
| Participant deferral / active EE | $6,168 | $5,793+6.5% | $5,135+20.1% | $6,730-8.4% |
| Admin fee / account holder | $15,739 | $15,393+2.2% | $12,742+23.5% | $14,365+9.6% |