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 | $292,559 | $81,504+259.0% | $102,437+185.6% | $80,959+261.4% |
| Participation rate | 54.1% | 66.9%-12.8pp | 74.5%-20.5pp | 67.7%-13.6pp |
| Annual return | 15.65% | 25.60%-9.9pp | 24.95%-9.3pp | 35.67%-20.0pp |
| Employer contribution / active EE | $6,451 | $3,104+107.9% | $3,871+66.7% | $2,757+134.0% |
| Participant deferral / active EE | $2,202 | $3,871-43.1% | $5,060-56.5% | $4,300-48.8% |
| Admin fee / account holder | $3,814 | $6,719-43.2% | $8,388-54.5% | $6,925-44.9% |