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 | $398,586 | $114,712+247.5% | $173,730+129.4% | $87,485+355.6% |
| Participation rate | 56.0% | 73.0%-17.0pp | 79.6%-23.6pp | 68.9%-12.9pp |
| Annual return | 22.80% | 20.18%+2.6pp | 19.96%+2.8pp | 26.06%-3.3pp |
| Employer contribution / active EE | $1,639 | $2,904-43.5% | $4,577-64.2% | $2,596-36.9% |
| Participant deferral / active EE | $3,074 | $4,642-33.8% | $6,326-51.4% | $4,274-28.1% |
| Admin fee / account holder | $44,930 | $10,210+340.1% | $17,523+156.4% | $7,775+477.9% |