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 | $369,822 | $100,194+269.1% | $122,979+200.7% | $86,983+325.2% |
| Participation rate | 68.6% | 73.0%-4.4pp | 77.2%-8.6pp | 69.5%-1.0pp |
| Annual return | 17.02% | 16.47%+0.5pp | 20.12%-3.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $2,124 | $2,326-8.7% | $3,062-30.6% | $2,584-17.8% |
| Participant deferral / active EE | $7,199 | $4,133+74.2% | $5,003+43.9% | $4,194+71.7% |
| Admin fee / account holder | $7,526 | $10,148-25.8% | $12,864-41.5% | $7,856-4.2% |