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 | $325,869 | $174,379+86.9% | $152,093+114.3% | $138,895+134.6% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 14.97% | 74.86%-59.9pp | 66.36%-51.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,082 | $4,652-55.3% | $4,175-50.1% | $4,194-50.4% |
| Participant deferral / active EE | $10,008 | $6,159+62.5% | $5,451+83.6% | $6,396+56.5% |
| Admin fee / account holder | $1,883 | $16,880-88.8% | $14,497-87.0% | $12,562-85.0% |