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 | $339,816 | $112,729+201.4% | $98,716+244.2% | $137,256+147.6% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 13.79% | 38.48%-24.7pp | 31.81%-18.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,333 | $2,725+22.3% | $2,279+46.3% | $4,156-19.8% |
| Participant deferral / active EE | $5,883 | $4,640+26.8% | $4,048+45.4% | $6,407-8.2% |
| Admin fee / account holder | $8,654 | $10,129-14.6% | $8,703-0.6% | $12,270-29.5% |