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 | $383,997 | $111,535+244.3% | $105,223+264.9% | $137,256+179.8% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 20.26% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,371 | $3,939-39.8% | $3,689-35.7% | $4,156-43.0% |
| Participant deferral / active EE | $8,062 | $5,500+46.6% | $5,072+59.0% | $6,407+25.8% |
| Admin fee / account holder | $12,222 | $9,721+25.7% | $8,859+38.0% | $12,270-0.4% |