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 | $391,770 | $156,616+150.1% | $133,346+193.8% | $198,609+97.3% |
| Participation rate | 55.6% | 77.7%-22.2pp | 72.8%-17.3pp | 82.4%-26.8pp |
| Annual return | 20.91% | 44.25%-23.3pp | 36.85%-15.9pp | 202.70%-181.8pp |
| Employer contribution / active EE | $1,146 | $3,368-66.0% | $2,853-59.8% | $5,055-77.3% |
| Participant deferral / active EE | $6,547 | $4,920+33.1% | $4,332+51.1% | $6,977-6.2% |
| Admin fee / account holder | $748 | $17,468-95.7% | $14,264-94.8% | $19,030-96.1% |