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 | $281,510 | $110,137+155.6% | $161,149+74.7% | $82,637+240.7% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 14.26% | 20.69%-6.4pp | 21.16%-6.9pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,810 | $2,856-36.6% | $4,360-58.5% | $2,552-29.1% |
| Participant deferral / active EE | $4,869 | $4,575+6.4% | $6,153-20.9% | $4,126+18.0% |
| Admin fee / account holder | $4,807 | $9,467-49.2% | $15,194-68.4% | $7,339-34.5% |