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 | $345,831 | $135,956+154.4% | $123,894+179.1% | $273,972+26.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 5.72% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $8,000 | $5,170+54.7% | $4,617+73.3% | $4,869+64.3% |
| Participant deferral / active EE | $12,658 | $6,343+99.6% | $5,984+111.5% | $5,287+139.4% |
| Admin fee / account holder | $10,844 | $9,817+10.5% | $8,357+29.8% | $10,133+7.0% |