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 | $347,139 | $76,407+354.3% | $150,298+131.0% | $82,448+321.0% |
| Participation rate | 56.3% | 66.4%-10.1pp | 77.8%-21.5pp | 68.1%-11.8pp |
| Annual return | 14.07% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,091 | $2,614+18.2% | $4,154-25.6% | $2,551+21.2% |
| Participant deferral / active EE | $6,372 | $3,214+98.2% | $5,453+16.9% | $4,139+53.9% |
| Admin fee / account holder | $57,650 | $6,352+807.6% | $14,116+308.4% | $7,234+696.9% |