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 | $302,988 | $95,453+217.4% | $112,040+170.4% | $82,448+267.5% |
| Participation rate | 63.6% | 72.8%-9.1pp | 76.5%-12.9pp | 68.1%-4.4pp |
| Annual return | 17.77% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,773 | $2,318+19.6% | $2,954-6.1% | $2,551+8.7% |
| Participant deferral / active EE | $4,470 | $4,224+5.8% | $5,098-12.3% | $4,139+8.0% |
| Admin fee / account holder | $24,409 | $9,013+170.8% | $12,098+101.8% | $7,234+237.4% |