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 | $285,016 | $102,245+178.8% | $89,340+219.0% | $137,256+107.7% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 30.04% | 21.89%+8.1pp | 20.57%+9.5pp | 220.34%-190.3pp |
| Employer contribution / active EE | $3,720 | $2,529+47.1% | $2,231+66.7% | $4,156-10.5% |
| Participant deferral / active EE | $12,659 | $4,436+185.3% | $3,823+231.1% | $6,407+97.6% |
| Admin fee / account holder | $2,370 | $8,085-70.7% | $6,704-64.6% | $12,270-80.7% |