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 | $421,627 | $117,895+257.6% | $102,460+311.5% | $145,897+189.0% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 16.59% | 31.92%-15.3pp | 29.47%-12.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,642 | $3,619-54.6% | $3,025-45.7% | $4,663-64.8% |
| Participant deferral / active EE | $5,242 | $5,736-8.6% | $5,056+3.7% | $6,689-21.6% |
| Admin fee / account holder | $3,321 | $13,353-75.1% | $9,460-64.9% | $13,390-75.2% |