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 | $262,696 | $67,411+289.7% | $91,004+188.7% | $70,126+274.6% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 21.82% | -40.16%+62.0pp | 4.60%+17.2pp | 73.15%-51.3pp |
| Employer contribution / active EE | $813 | $1,786-54.5% | $2,456-66.9% | $2,343-65.3% |
| Participant deferral / active EE | $4,295 | $2,823+52.2% | $3,548+21.1% | $3,332+28.9% |
| Admin fee / account holder | $7,888 | $4,236+86.2% | $5,417+45.6% | $4,645+69.8% |