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 | $308,098 | $49,976+516.5% | $66,674+362.1% | $82,637+272.8% |
| Participation rate | 57.1% | 63.1%-6.0pp | 73.7%-16.5pp | 68.1%-10.9pp |
| Annual return | 17.17% | 39.09%-21.9pp | 321.24%-304.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,505 | $1,988+26.0% | $2,620-4.4% | $2,552-1.9% |
| Participant deferral / active EE | $8,591 | $2,847+201.8% | $4,084+110.3% | $4,126+108.2% |
| Admin fee / account holder | $1,274 | $4,594-72.3% | $5,098-75.0% | $7,339-82.6% |