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 | $348,142 | $106,749+226.1% | $145,433+139.4% | $82,448+322.3% |
| Participation rate | 45.5% | 75.6%-30.2pp | 82.1%-36.7pp | 68.1%-22.6pp |
| Annual return | 17.73% | 27.59%-9.9pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,721 | $3,444-50.0% | $4,554-62.2% | $2,551-32.5% |
| Participant deferral / active EE | $4,342 | $6,519-33.4% | $7,897-45.0% | $4,139+4.9% |
| Admin fee / account holder | $7,308 | $8,390-12.9% | $13,129-44.3% | $7,234+1.0% |