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 | $410,047 | $174,379+135.1% | $152,093+169.6% | $138,895+195.2% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 20.29% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,160 | $4,652-75.1% | $4,175-72.2% | $4,194-72.3% |
| Participant deferral / active EE | $6,714 | $6,159+9.0% | $5,451+23.2% | $6,396+5.0% |
| Admin fee / account holder | $1,843 | $16,880-89.1% | $14,497-87.3% | $12,562-85.3% |