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 | $272,192 | $115,931+134.8% | $185,441+46.8% | $86,983+212.9% |
| Participation rate | 56.3% | 73.6%-17.4pp | 80.3%-24.0pp | 69.5%-13.3pp |
| Annual return | 21.16% | 21.47%-0.3pp | 20.16%+1.0pp | 25.83%-4.7pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,281 | $4,551-49.9% | $6,152-62.9% | $4,194-45.6% |
| Admin fee / account holder | $12,129 | $10,687+13.5% | $17,890-32.2% | $7,856+54.4% |