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 | $296,785 | $94,436+214.3% | $115,599+156.7% | $82,637+259.1% |
| Participation rate | 54.8% | 70.4%-15.6pp | 74.3%-19.4pp | 68.1%-13.2pp |
| Annual return | 18.87% | 18.37%+0.5pp | 111.10%-92.2pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,168 | $2,324-6.7% | $2,955-26.6% | $2,552-15.0% |
| Participant deferral / active EE | $5,763 | $3,955+45.7% | $4,889+17.9% | $4,126+39.7% |
| Admin fee / account holder | $6,132 | $10,328-40.6% | $12,841-52.2% | $7,339-16.4% |