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 | $369,966 | $63,082+486.5% | $81,726+352.7% | $79,856+363.3% |
| Participation rate | 32.5% | 67.5%-35.0pp | 72.0%-39.5pp | 69.6%-37.1pp |
| Annual return | 16.30% | 22.66%-6.4pp | 29.49%-13.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $889 | $1,795-50.5% | $4,311-79.4% | $2,471-64.0% |
| Participant deferral / active EE | $3,367 | $2,780+21.1% | $7,108-52.6% | $3,741-10.0% |
| Admin fee / account holder | $11,778 | $4,428+166.0% | $5,160+128.2% | $5,306+122.0% |