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 | $257,242 | $94,436+172.4% | $115,599+122.5% | $82,637+211.3% |
| Participation rate | 19.0% | 70.4%-51.4pp | 74.3%-55.2pp | 68.1%-49.0pp |
| Annual return | 26.33% | 18.37%+8.0pp | 111.10%-84.8pp | 53.51%-27.2pp |
| Employer contribution / active EE | $1,259 | $2,324-45.8% | $2,955-57.4% | $2,552-50.7% |
| Participant deferral / active EE | $6,154 | $3,955+55.6% | $4,889+25.9% | $4,126+49.1% |
| Admin fee / account holder | $9,860 | $10,328-4.5% | $12,841-23.2% | $7,339+34.4% |