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 | $302,926 | $73,978+309.5% | $96,515+213.9% | $75,173+303.0% |
| Participation rate | 68.4% | 66.4%+2.0pp | 74.3%-5.9pp | 67.2%+1.2pp |
| Annual return | 16.99% | 26.72%-9.7pp | 35.73%-18.7pp | 160.72%-143.7pp |
| Employer contribution / active EE | $3,913 | $2,931+33.5% | $3,740+4.6% | $2,671+46.5% |
| Participant deferral / active EE | $9,360 | $3,660+155.7% | $4,880+91.8% | $4,126+126.8% |
| Admin fee / account holder | $5,059 | $5,219-3.1% | $6,735-24.9% | $5,651-10.5% |