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 | $250,583 | $110,137+127.5% | $161,149+55.5% | $82,637+203.2% |
| Participation rate | 48.5% | 72.4%-23.9pp | 78.8%-30.4pp | 68.1%-19.6pp |
| Annual return | 16.15% | 20.69%-4.5pp | 21.16%-5.0pp | 53.51%-37.4pp |
| Employer contribution / active EE | $2,365 | $2,856-17.2% | $4,360-45.8% | $2,552-7.3% |
| Participant deferral / active EE | $3,831 | $4,575-16.3% | $6,153-37.7% | $4,126-7.2% |
| Admin fee / account holder | $5,587 | $9,467-41.0% | $15,194-63.2% | $7,339-23.9% |