Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $267,260 | $172,111+55.3% | $150,298+77.8% | $137,256+94.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 18.44% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $4,942 | $4,636+6.6% | $4,154+19.0% | $4,156+18.9% |
| Participant deferral / active EE | $15,667 | $6,166+154.1% | $5,453+187.3% | $6,407+144.5% |
| Admin fee / account holder | $395 | $16,471-97.6% | $14,116-97.2% | $12,270-96.8% |