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 | $262,739 | $172,111+52.7% | $150,298+74.8% | $137,256+91.4% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 16.73% | 69.37%-52.6pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,816 | $4,636-60.8% | $4,154-56.3% | $4,156-56.3% |
| Participant deferral / active EE | $4,809 | $6,166-22.0% | $5,453-11.8% | $6,407-24.9% |
| Admin fee / account holder | $2,417 | $16,471-85.3% | $14,116-82.9% | $12,270-80.3% |