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 | $387,056 | $126,661+205.6% | $113,397+241.3% | $138,895+178.7% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 14.04% | 25.05%-11.0pp | 23.20%-9.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,542 | $3,456-55.4% | $2,977-48.2% | $4,194-63.2% |
| Participant deferral / active EE | $6,629 | $5,693+16.4% | $5,076+30.6% | $6,396+3.6% |
| Admin fee / account holder | $4,417 | $14,549-69.6% | $11,957-63.1% | $12,562-64.8% |