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 | $307,777 | $213,785+44.0% | $185,441+66.0% | $155,188+98.3% |
| Participation rate | 55.6% | 83.2%-27.7pp | 80.3%-24.7pp | 80.8%-25.2pp |
| Annual return | 18.08% | 19.97%-1.9pp | 20.16%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,847 | $5,393-47.2% | $4,672-39.1% | $4,248-33.0% |
| Participant deferral / active EE | $2,999 | $6,864-56.3% | $6,152-51.3% | $6,531-54.1% |
| Admin fee / account holder | $9,857 | $21,134-53.4% | $17,890-44.9% | $14,480-31.9% |