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 | $254,187 | $86,940+192.4% | $102,434+148.1% | $80,935+214.1% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.7%+0.3pp |
| Annual return | 13.84% | 18.89%-5.1pp | 29.46%-15.6pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,990 | $2,370-16.0% | $3,023-34.2% | $2,757-27.8% |
| Participant deferral / active EE | $6,131 | $4,121+48.8% | $5,055+21.3% | $4,299+42.6% |
| Admin fee / account holder | $3,899 | $8,047-51.6% | $9,462-58.8% | $6,924-43.7% |