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 | $307,515 | $175,259+75.5% | $149,723+105.4% | $139,487+120.5% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 12.20% | 166.82%-154.6pp | 134.50%-122.3pp | 373.84%-361.6pp |
| Employer contribution / active EE | $1,412 | $5,478-74.2% | $4,821-70.7% | $4,755-70.3% |
| Participant deferral / active EE | $6,293 | $6,522-3.5% | $5,682+10.7% | $6,713-6.3% |
| Admin fee / account holder | $1,630 | $16,158-89.9% | $13,215-87.7% | $11,407-85.7% |