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 | $306,555 | $106,749+187.2% | $145,433+110.8% | $82,448+271.8% |
| Participation rate | 57.1% | 75.6%-18.5pp | 82.1%-25.0pp | 68.1%-10.9pp |
| Annual return | 14.59% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,403 | $3,444-59.3% | $4,554-69.2% | $2,551-45.0% |
| Participant deferral / active EE | $8,838 | $6,519+35.6% | $7,897+11.9% | $4,139+113.5% |
| Admin fee / account holder | $17,673 | $8,390+110.7% | $13,129+34.6% | $7,234+144.3% |