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 | $354,188 | $88,672+299.4% | $105,223+236.6% | $82,448+329.6% |
| Participation rate | 44.0% | 67.9%-23.9pp | 75.0%-31.0pp | 68.1%-24.1pp |
| Annual return | 17.45% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,094 | $3,048+1.5% | $3,689-16.1% | $2,551+21.3% |
| Participant deferral / active EE | $4,649 | $4,036+15.2% | $5,072-8.3% | $4,139+12.3% |
| Admin fee / account holder | $3,284 | $7,146-54.0% | $8,859-62.9% | $7,234-54.6% |