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 | $281,844 | $111,535+152.7% | $105,223+167.9% | $137,256+105.3% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 19.20% | 237.85%-218.7pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,370 | $3,939-39.8% | $3,689-35.7% | $4,156-43.0% |
| Participant deferral / active EE | $8,512 | $5,500+54.8% | $5,072+67.8% | $6,407+32.9% |
| Admin fee / account holder | $5,972 | $9,721-38.6% | $8,859-32.6% | $12,270-51.3% |