Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $261,599 | $81,262+221.9% | $155,602+68.1% | $80,911+223.3% |
| Participation rate | 67.4% | 66.2%+1.2pp | 78.2%-10.8pp | 67.6%-0.3pp |
| Annual return | 22.56% | 33.34%-10.8pp | 64.81%-42.2pp | 35.63%-13.1pp |
| Employer contribution / active EE | $1,451 | $3,102-53.2% | $4,675-69.0% | $2,756-47.3% |
| Participant deferral / active EE | $4,231 | $3,451+22.6% | $5,629-24.8% | $4,297-1.5% |
| Admin fee / account holder | $5,328 | $7,992-33.3% | $15,923-66.5% | $6,935-23.2% |