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 | $260,996 | $172,111+51.6% | $150,298+73.7% | $137,256+90.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 16.28% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $895 | $4,636-80.7% | $4,154-78.4% | $4,156-78.5% |
| Participant deferral / active EE | $2,960 | $6,166-52.0% | $5,453-45.7% | $6,407-53.8% |
| Admin fee / account holder | $3,328 | $16,471-79.8% | $14,116-76.4% | $12,270-72.9% |