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 | $290,698 | $117,895+146.6% | $102,460+183.7% | $145,897+99.2% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 8.92% | 31.92%-23.0pp | 29.47%-20.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,657 | $3,619-26.6% | $3,025-12.2% | $4,663-43.0% |
| Participant deferral / active EE | $4,301 | $5,736-25.0% | $5,056-14.9% | $6,689-35.7% |
| Admin fee / account holder | $4,479 | $13,353-66.5% | $9,460-52.7% | $13,390-66.6% |