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 | $258,711 | $97,550+165.2% | $120,344+115.0% | $87,485+195.7% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.7%-7.0pp | 68.9%+0.8pp |
| Annual return | 15.14% | 18.41%-3.3pp | 20.30%-5.2pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,206 | $2,291-3.7% | $3,020-26.9% | $2,596-15.0% |
| Participant deferral / active EE | $7,008 | $4,230+65.7% | $5,135+36.5% | $4,274+64.0% |
| Admin fee / account holder | $1,593 | $9,543-83.3% | $12,742-87.5% | $7,775-79.5% |