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 | $367,394 | $185,312+98.3% | $161,489+127.5% | $154,746+137.4% |
| Participation rate | 57.9% | 82.5%-24.6pp | 78.7%-20.8pp | 80.7%-22.8pp |
| Annual return | 15.18% | 103.84%-88.7pp | 89.72%-74.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,884 | $4,769-39.5% | $4,268-32.4% | $4,379-34.1% |
| Participant deferral / active EE | $7,386 | $6,350+16.3% | $5,630+31.2% | $6,730+9.7% |
| Admin fee / account holder | $12,508 | $18,654-32.9% | $16,006-21.8% | $14,365-12.9% |