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 | $251,457 | $172,111+46.1% | $150,298+67.3% | $137,256+83.2% |
| Participation rate | 52.6% | 81.7%-29.1pp | 77.8%-25.1pp | 80.0%-27.3pp |
| Annual return | 16.07% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $17,245 | $4,636+272.0% | $4,154+315.1% | $4,156+315.0% |
| Participant deferral / active EE | $11,755 | $6,166+90.6% | $5,453+115.6% | $6,407+83.5% |
| Admin fee / account holder | $2,594 | $16,471-84.3% | $14,116-81.6% | $12,270-78.9% |