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 | $324,949 | $162,136+100.4% | $152,301+113.4% | $154,746+110.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.07% | 91.02%-78.9pp | 80.50%-68.4pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,733 | $4,890-64.6% | $4,624-62.5% | $4,379-60.4% |
| Participant deferral / active EE | $3,910 | $8,341-53.1% | $8,004-51.1% | $6,730-41.9% |
| Admin fee / account holder | $25,975 | $15,759+64.8% | $14,398+80.4% | $14,365+80.8% |