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 | $309,954 | $90,400+242.9% | $186,193+66.5% | $87,485+254.3% |
| Participation rate | 65.5% | 66.2%-0.7pp | 77.1%-11.6pp | 68.9%-3.4pp |
| Annual return | 14.28% | 22.15%-7.9pp | 78.03%-63.8pp | 26.06%-11.8pp |
| Employer contribution / active EE | $3,875 | $2,170+78.5% | $3,918-1.1% | $2,596+49.3% |
| Participant deferral / active EE | $9,530 | $4,330+120.1% | $6,513+46.3% | $4,274+123.0% |
| Admin fee / account holder | $76,667 | $8,673+784.0% | $11,058+593.3% | $7,775+886.1% |