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 | $265,753 | $114,712+131.7% | $173,730+53.0% | $87,485+203.8% |
| Participation rate | 63.2% | 73.0%-9.8pp | 79.6%-16.3pp | 68.9%-5.7pp |
| Annual return | 16.36% | 20.18%-3.8pp | 19.96%-3.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $3,170 | $2,904+9.2% | $4,577-30.7% | $2,596+22.1% |
| Participant deferral / active EE | $6,144 | $4,642+32.4% | $6,326-2.9% | $4,274+43.8% |
| Admin fee / account holder | $18,246 | $10,210+78.7% | $17,523+4.1% | $7,775+134.7% |