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 | $275,758 | $185,312+48.8% | $161,489+70.8% | $154,746+78.2% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 14.71% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,202 | $4,769-74.8% | $4,268-71.8% | $4,379-72.5% |
| Participant deferral / active EE | $9,670 | $6,350+52.3% | $5,630+71.8% | $6,730+43.7% |
| Admin fee / account holder | $2,622 | $18,654-85.9% | $16,006-83.6% | $14,365-81.8% |