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 | $347,047 | $115,931+199.4% | $185,441+87.1% | $86,983+299.0% |
| Participation rate | 55.9% | 73.6%-17.7pp | 80.3%-24.4pp | 69.5%-13.7pp |
| Annual return | 13.24% | 21.47%-8.2pp | 20.16%-6.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $1,415 | $2,937-51.8% | $4,672-69.7% | $2,584-45.3% |
| Participant deferral / active EE | $6,599 | $4,551+45.0% | $6,152+7.3% | $4,194+57.4% |
| Admin fee / account holder | $38,076 | $10,687+256.3% | $17,890+112.8% | $7,856+384.7% |