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 | $261,802 | $178,174+46.9% | $156,181+67.6% | $137,256+90.7% |
| Participation rate | 34.8% | 82.0%-47.3pp | 78.8%-44.0pp | 80.0%-45.2pp |
| Annual return | 17.76% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,425 | $4,972-71.3% | $4,294-66.8% | $4,156-65.7% |
| Participant deferral / active EE | $6,122 | $6,888-11.1% | $6,132-0.2% | $6,407-4.4% |
| Admin fee / account holder | $3,473 | $17,404-80.0% | $14,586-76.2% | $12,270-71.7% |