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 | $258,518 | $185,312+39.5% | $161,489+60.1% | $154,746+67.1% |
| Participation rate | 45.0% | 82.5%-37.5pp | 78.7%-33.7pp | 80.7%-35.7pp |
| Annual return | 15.44% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,975 | $4,769-58.6% | $4,268-53.7% | $4,379-54.9% |
| Participant deferral / active EE | $3,677 | $6,350-42.1% | $5,630-34.7% | $6,730-45.4% |
| Admin fee / account holder | $9,402 | $18,654-49.6% | $16,006-41.3% | $14,365-34.6% |