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 | $257,714 | $99,345+159.4% | $84,753+204.1% | $273,972-5.9% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 5.65% | 22.93%-17.3pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,532 | $4,214-39.9% | $3,574-29.2% | $4,869-48.0% |
| Participant deferral / active EE | $5,033 | $4,270+17.9% | $3,712+35.6% | $5,287-4.8% |
| Admin fee / account holder | $35,656 | $6,645+436.5% | $5,333+568.6% | $10,133+251.9% |