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 | $294,281 | $78,690+274.0% | $161,489+82.2% | $87,485+236.4% |
| Participation rate | 67.9% | 67.5%+0.4pp | 78.7%-10.8pp | 68.9%-1.1pp |
| Annual return | 16.46% | 32.74%-16.3pp | 89.72%-73.3pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,575 | $2,588-0.5% | $4,268-39.7% | $2,596-0.8% |
| Participant deferral / active EE | $6,666 | $3,311+101.3% | $5,630+18.4% | $4,274+56.0% |
| Admin fee / account holder | $5,763 | $6,724-14.3% | $16,006-64.0% | $7,775-25.9% |