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 | $411,421 | $100,970+307.5% | $96,576+326.0% | $137,256+199.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 14.39% | 38.16%-23.8pp | 38.47%-24.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,278 | $3,809-40.2% | $3,553-35.9% | $4,156-45.2% |
| Participant deferral / active EE | $6,371 | $8,286-23.1% | $7,956-19.9% | $6,407-0.6% |
| Admin fee / account holder | $682 | $11,312-94.0% | $11,381-94.0% | $12,270-94.4% |