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 | $453,097 | $213,785+111.9% | $185,441+144.3% | $155,188+192.0% |
| Participation rate | 40.9% | 83.2%-42.3pp | 80.3%-39.4pp | 80.8%-39.9pp |
| Annual return | 10.72% | 19.97%-9.2pp | 20.16%-9.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $5,138 | $5,393-4.7% | $4,672+10.0% | $4,248+21.0% |
| Participant deferral / active EE | $12,663 | $6,864+84.5% | $6,152+105.8% | $6,531+93.9% |
| Admin fee / account holder | $1,797 | $21,134-91.5% | $17,890-90.0% | $14,480-87.6% |