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 | $321,599 | $178,174+80.5% | $156,181+105.9% | $137,256+134.3% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.8%-17.3pp | 80.0%-18.4pp |
| Annual return | 12.93% | 84.19%-71.3pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,840 | $4,972-63.0% | $4,294-57.2% | $4,156-55.7% |
| Participant deferral / active EE | $7,738 | $6,888+12.3% | $6,132+26.2% | $6,407+20.8% |
| Admin fee / account holder | $3,698 | $17,404-78.7% | $14,586-74.6% | $12,270-69.9% |