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 | $256,419 | $183,516+39.7% | $155,534+64.9% | $145,884+75.8% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 17.96% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $1,536 | $5,315-71.1% | $4,675-67.1% | $4,662-67.1% |
| Participant deferral / active EE | $2,671 | $6,467-58.7% | $5,630-52.6% | $6,690-60.1% |
| Admin fee / account holder | $4,535 | $19,293-76.5% | $15,900-71.5% | $13,392-66.1% |