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 | $252,312 | $183,592+37.4% | $155,567+62.2% | $145,959+72.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 14.85% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $4,683 | $5,315-11.9% | $4,674+0.2% | $4,661+0.5% |
| Participant deferral / active EE | $7,545 | $6,464+16.7% | $5,628+34.1% | $6,689+12.8% |
| Admin fee / account holder | $2,191 | $19,318-88.7% | $15,916-86.2% | $13,398-83.6% |