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 | $286,732 | $161,352+77.7% | $134,172+113.7% | $137,256+108.9% |
| Participation rate | 55.6% | 78.3%-22.7pp | 72.5%-16.9pp | 80.0%-24.4pp |
| Annual return | 19.59% | 28.72%-9.1pp | 25.30%-5.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,417 | $4,099-65.4% | $3,420-58.6% | $4,156-65.9% |
| Participant deferral / active EE | $3,056 | $5,552-45.0% | $4,690-34.8% | $6,407-52.3% |
| Admin fee / account holder | $2,283 | $15,028-84.8% | $12,016-81.0% | $12,270-81.4% |