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 | $375,912 | $124,980+200.8% | $108,359+246.9% | $154,746+142.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 14.51% | 45.00%-30.5pp | 36.89%-22.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,911 | $2,851-32.9% | $2,399-20.3% | $4,379-56.4% |
| Participant deferral / active EE | $10,311 | $4,743+117.4% | $4,137+149.2% | $6,730+53.2% |
| Admin fee / account holder | $4,301 | $11,502-62.6% | $9,741-55.9% | $14,365-70.1% |