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 | $283,836 | $124,425+128.1% | $112,040+153.3% | $137,256+106.8% |
| Participation rate | 26.3% | 79.3%-53.0pp | 76.5%-50.2pp | 80.0%-53.6pp |
| Annual return | 16.17% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,353 | $3,411-60.3% | $2,954-54.2% | $4,156-67.4% |
| Participant deferral / active EE | $2,786 | $5,718-51.3% | $5,098-45.4% | $6,407-56.5% |
| Admin fee / account holder | $7,656 | $15,207-49.7% | $12,098-36.7% | $12,270-37.6% |