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 | $341,597 | $183,627+86.0% | $155,602+119.5% | $145,978+134.0% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.7pp | 80.3%-25.7pp |
| Annual return | 12.77% | 61.32%-48.5pp | 64.81%-52.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,796 | $5,316-66.2% | $4,675-61.6% | $4,662-61.5% |
| Participant deferral / active EE | $6,314 | $6,466-2.3% | $5,629+12.2% | $6,690-5.6% |
| Admin fee / account holder | $2,831 | $19,327-85.4% | $15,923-82.2% | $13,400-78.9% |