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 | $276,612 | $162,136+70.6% | $152,301+81.6% | $154,746+78.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 12.06% | 91.02%-79.0pp | 80.50%-68.4pp | 172.34%-160.3pp |
| Employer contribution / active EE | $3,137 | $4,890-35.9% | $4,624-32.2% | $4,379-28.4% |
| Participant deferral / active EE | $10,484 | $8,341+25.7% | $8,004+31.0% | $6,730+55.8% |
| Admin fee / account holder | $34,001 | $15,759+115.8% | $14,398+136.2% | $14,365+136.7% |