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 | $123,155+175.9% | $108,753+212.5% | $155,188+119.0% |
| Participation rate | 55.6% | 75.6%-20.1pp | 71.1%-15.5pp | 80.8%-25.2pp |
| Annual return | 13.79% | 44.73%-30.9pp | 37.47%-23.7pp | 148.84%-135.0pp |
| Employer contribution / active EE | $3,333 | $2,811+18.6% | $2,427+37.4% | $4,248-21.5% |
| Participant deferral / active EE | $5,883 | $4,623+27.3% | $4,115+43.0% | $6,531-9.9% |
| Admin fee / account holder | $8,654 | $12,126-28.6% | $10,320-16.1% | $14,480-40.2% |