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 | $345,032 | $156,398+120.6% | $147,318+134.2% | $138,895+148.4% |
| Participation rate | 60.9% | 83.8%-22.9pp | 82.1%-21.2pp | 79.9%-19.0pp |
| Annual return | 16.90% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,113 | $4,853-56.5% | $4,593-54.0% | $4,194-49.6% |
| Participant deferral / active EE | $8,244 | $8,237+0.1% | $7,906+4.3% | $6,396+28.9% |
| Admin fee / account holder | $7,340 | $14,976-51.0% | $13,708-46.5% | $12,562-41.6% |