Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $257,814 | $110,303+133.7% | $95,759+169.2% | $139,487+84.8% |
| Participation rate | 22.2% | 75.7%-53.5pp | 72.3%-50.0pp | 80.3%-58.1pp |
| Annual return | 11.41% | 27.19%-15.8pp | 28.42%-17.0pp | 373.84%-362.4pp |
| Employer contribution / active EE | $1,639 | $3,261-49.7% | $2,836-42.2% | $4,755-65.5% |
| Participant deferral / active EE | $5,369 | $4,674+14.9% | $4,244+26.5% | $6,713-20.0% |
| Admin fee / account holder | $4,948 | $6,615-25.2% | $5,678-12.9% | $11,407-56.6% |