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 | $117,904+257.6% | $102,457+311.5% | $145,978+188.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 16.59% | 31.80%-15.2pp | 29.41%-12.8pp | 550.52%-533.9pp |
| Employer contribution / active EE | $1,642 | $3,613-54.6% | $3,022-45.7% | $4,662-64.8% |
| Participant deferral / active EE | $5,242 | $5,733-8.6% | $5,054+3.7% | $6,690-21.6% |
| Admin fee / account holder | $3,321 | $13,329-75.1% | $9,451-64.9% | $13,400-75.2% |