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 | $346,242 | $156,398+121.4% | $147,318+135.0% | $138,895+149.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 18.98% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,214 | $4,853-75.0% | $4,593-73.6% | $4,194-71.0% |
| Participant deferral / active EE | $9,446 | $8,237+14.7% | $7,906+19.5% | $6,396+47.7% |
| Admin fee / account holder | $1,334 | $14,976-91.1% | $13,708-90.3% | $12,562-89.4% |