Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $371,508 | $172,111+115.9% | $150,298+147.2% | $137,256+170.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.23% | 69.37%-57.1pp | 62.79%-50.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,276 | $4,636-50.9% | $4,154-45.2% | $4,156-45.2% |
| Participant deferral / active EE | $3,808 | $6,166-38.2% | $5,453-30.2% | $6,407-40.6% |
| Admin fee / account holder | $1,336 | $16,471-91.9% | $14,116-90.5% | $12,270-89.1% |