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 | $312,210 | $106,267+193.8% | $96,520+223.5% | $139,456+123.9% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 20.83% | 38.45%-17.6pp | 35.72%-14.9pp | 373.45%-352.6pp |
| Employer contribution / active EE | $4,506 | $4,105+9.8% | $3,739+20.5% | $4,753-5.2% |
| Participant deferral / active EE | $9,490 | $5,454+74.0% | $4,879+94.5% | $6,711+41.4% |
| Admin fee / account holder | $1,763 | $7,882-77.6% | $6,733-73.8% | $11,407-84.5% |