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 | $255,613 | $123,155+107.6% | $108,753+135.0% | $155,188+64.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 7.53% | 44.73%-37.2pp | 37.47%-29.9pp | 148.84%-141.3pp |
| Employer contribution / active EE | $1,382 | $2,811-50.8% | $2,427-43.1% | $4,248-67.5% |
| Participant deferral / active EE | $4,408 | $4,623-4.7% | $4,115+7.1% | $6,531-32.5% |
| Admin fee / account holder | $52,973 | $12,126+336.8% | $10,320+413.3% | $14,480+265.8% |