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 | $298,153 | $81,276+266.8% | $155,574+91.6% | $80,925+268.4% |
| Participation rate | 58.0% | 66.2%-8.2pp | 78.2%-20.2pp | 67.7%-9.7pp |
| Annual return | 13.88% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,809 | $3,103-9.5% | $4,676-39.9% | $2,756+1.9% |
| Participant deferral / active EE | $5,814 | $3,453+68.4% | $5,629+3.3% | $4,299+35.3% |
| Admin fee / account holder | $37,144 | $7,993+364.7% | $15,914+133.4% | $6,940+435.2% |