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 | $307,906 | $71,197+332.5% | $93,669+228.7% | $80,925+280.5% |
| Participation rate | 35.7% | 60.4%-24.7pp | 68.7%-33.0pp | 67.7%-31.9pp |
| Annual return | 15.20% | 11.27%+3.9pp | 133.59%-118.4pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,622 | $1,565+3.7% | $2,424-33.1% | $2,756-41.1% |
| Participant deferral / active EE | $5,004 | $4,036+24.0% | $4,416+13.3% | $4,299+16.4% |
| Admin fee / account holder | $4,942 | $6,959-29.0% | $8,291-40.4% | $6,940-28.8% |