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 | $347,066 | $72,607+378.0% | $90,259+284.5% | $87,485+296.7% |
| Participation rate | 20.5% | 64.8%-44.4pp | 70.7%-50.3pp | 68.9%-48.5pp |
| Annual return | 18.38% | 18.59%-0.2pp | 18.88%-0.5pp | 26.06%-7.7pp |
| Employer contribution / active EE | $641 | $1,919-66.6% | $2,291-72.0% | $2,596-75.3% |
| Participant deferral / active EE | $2,950 | $3,055-3.4% | $3,827-22.9% | $4,274-31.0% |
| Admin fee / account holder | $8,768 | $5,947+47.4% | $7,267+20.7% | $7,775+12.8% |