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 | $376,284 | $185,312+103.1% | $161,489+133.0% | $154,746+143.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 14.74% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,725 | $4,769-42.9% | $4,268-36.2% | $4,379-37.8% |
| Participant deferral / active EE | $9,514 | $6,350+49.8% | $5,630+69.0% | $6,730+41.4% |
| Admin fee / account holder | $2,577 | $18,654-86.2% | $16,006-83.9% | $14,365-82.1% |