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 | $265,299 | $174,379+52.1% | $152,093+74.4% | $138,895+91.0% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 17.21% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,874 | $4,652-59.7% | $4,175-55.1% | $4,194-55.3% |
| Participant deferral / active EE | $5,175 | $6,159-16.0% | $5,451-5.1% | $6,396-19.1% |
| Admin fee / account holder | $2,835 | $16,880-83.2% | $14,497-80.4% | $12,562-77.4% |