Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $286,257 | $181,062+58.1% | $158,223+80.9% | $155,188+84.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 20.72% | 57.39%-36.7pp | 52.09%-31.4pp | 148.84%-128.1pp |
| Employer contribution / active EE | $4,628 | $4,565+1.4% | $4,109+12.6% | $4,248+9.0% |
| Participant deferral / active EE | $20,653 | $6,134+236.7% | $5,467+277.8% | $6,531+216.2% |
| Admin fee / account holder | $1,849 | $18,825-90.2% | $16,047-88.5% | $14,480-87.2% |