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 | $271,506 | $94,031+188.7% | $115,768+134.5% | $82,448+229.3% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.4%-7.7pp | 68.1%-1.4pp |
| Annual return | 17.58% | 20.61%-3.0pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,699 | $2,323+16.1% | $2,940-8.2% | $2,551+5.8% |
| Participant deferral / active EE | $4,687 | $3,972+18.0% | $4,917-4.7% | $4,139+13.2% |
| Admin fee / account holder | $45,234 | $10,249+341.3% | $12,439+263.6% | $7,234+525.3% |