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 | $252,234 | $81,504+209.5% | $102,437+146.2% | $80,959+211.6% |
| Participation rate | 67.4% | 66.9%+0.5pp | 74.5%-7.1pp | 67.7%-0.3pp |
| Annual return | 13.87% | 25.60%-11.7pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,248 | $3,104-27.6% | $3,871-41.9% | $2,757-18.5% |
| Participant deferral / active EE | $3,226 | $3,871-16.6% | $5,060-36.2% | $4,300-25.0% |
| Admin fee / account holder | $1,674 | $6,719-75.1% | $8,388-80.0% | $6,925-75.8% |