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 | $283,715 | $60,442+369.4% | $96,754+193.2% | $87,485+224.3% |
| Participation rate | 60.7% | 58.7%+2.0pp | 70.3%-9.6pp | 68.9%-8.2pp |
| Annual return | 30.10% | 21.97%+8.1pp | 82.04%-51.9pp | 26.06%+4.0pp |
| Employer contribution / active EE | $4,148 | $1,691+145.3% | $2,679+54.8% | $2,596+59.8% |
| Participant deferral / active EE | $6,748 | $3,280+105.7% | $4,758+41.8% | $4,274+57.9% |
| Admin fee / account holder | $8,450 | $5,069+66.7% | $8,905-5.1% | $7,775+8.7% |