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 | $110,137+141.3% | $161,149+64.9% | $82,637+221.6% |
| Participation rate | 63.2% | 72.4%-9.1pp | 78.8%-15.6pp | 68.1%-4.8pp |
| Annual return | 16.36% | 20.69%-4.3pp | 21.16%-4.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $3,170 | $2,856+11.0% | $4,360-27.3% | $2,552+24.2% |
| Participant deferral / active EE | $6,144 | $4,575+34.3% | $6,153-0.1% | $4,126+48.9% |
| Admin fee / account holder | $18,246 | $9,467+92.7% | $15,194+20.1% | $7,339+148.6% |