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 | $276,738 | $103,038+168.6% | $90,324+206.4% | $152,909+81.0% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.5%-38.0pp |
| Annual return | 21.51% | 95.25%-73.7pp | 78.15%-56.6pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,003 | $3,141-68.1% | $2,856-64.9% | $4,764-78.9% |
| Participant deferral / active EE | $4,452 | $4,282+4.0% | $3,885+14.6% | $5,851-23.9% |
| Admin fee / account holder | $2,258 | $6,177-63.5% | $5,356-57.8% | $11,601-80.5% |