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 | $267,162 | $95,404+180.0% | $113,397+135.6% | $82,637+223.3% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.5%-39.0pp | 68.1%-30.6pp |
| Annual return | 15.35% | 19.08%-3.7pp | 23.20%-7.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,629 | $2,307-29.4% | $2,977-45.3% | $2,552-36.2% |
| Participant deferral / active EE | $4,655 | $4,220+10.3% | $5,076-8.3% | $4,126+12.8% |
| Admin fee / account holder | $18,281 | $9,168+99.4% | $11,957+52.9% | $7,339+149.1% |