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 | $260,806 | $94,031+177.4% | $115,768+125.3% | $82,448+216.3% |
| Participation rate | 33.7% | 70.4%-36.7pp | 74.4%-40.7pp | 68.1%-34.4pp |
| Annual return | 15.73% | 20.61%-4.9pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,441 | $2,323-38.0% | $2,940-51.0% | $2,551-43.5% |
| Participant deferral / active EE | $2,727 | $3,972-31.3% | $4,917-44.5% | $4,139-34.1% |
| Admin fee / account holder | $1,009 | $10,249-90.2% | $12,439-91.9% | $7,234-86.0% |