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 | $327,682 | $87,106+276.2% | $105,607+210.3% | $80,935+304.9% |
| Participation rate | 48.0% | 70.4%-22.4pp | 75.3%-27.3pp | 67.7%-19.7pp |
| Annual return | 20.09% | 17.01%+3.1pp | 116.11%-96.0pp | 35.66%-15.6pp |
| Employer contribution / active EE | $2,574 | $2,396+7.4% | $3,167-18.7% | $2,757-6.6% |
| Participant deferral / active EE | $5,457 | $3,986+36.9% | $5,011+8.9% | $4,299+26.9% |
| Admin fee / account holder | $17,298 | $8,447+104.8% | $10,958+57.9% | $6,924+149.8% |