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 | $344,596 | $76,407+351.0% | $150,298+129.3% | $82,448+318.0% |
| Participation rate | 68.4% | 66.4%+2.0pp | 77.8%-9.3pp | 68.1%+0.4pp |
| Annual return | 15.19% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $6,386 | $2,614+144.3% | $4,154+53.7% | $2,551+150.3% |
| Participant deferral / active EE | $5,329 | $3,214+65.8% | $5,453-2.3% | $4,139+28.7% |
| Admin fee / account holder | $10,218 | $6,352+60.9% | $14,116-27.6% | $7,234+41.2% |