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 | $283,622 | $97,289+191.5% | $92,805+205.6% | $155,188+82.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 15.19% | 29.03%-13.8pp | 31.59%-16.4pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,244 | $3,632-38.2% | $3,424-34.5% | $4,248-47.2% |
| Participant deferral / active EE | $17,019 | $8,795+93.5% | $8,448+101.5% | $6,531+160.6% |
| Admin fee / account holder | $3,680 | $12,015-69.4% | $10,911-66.3% | $14,480-74.6% |