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 | $280,103 | $139,421+100.9% | $239,577+16.9% | $116,462+140.5% |
| Participation rate | 53.8% | 75.0%-21.1pp | 82.1%-28.3pp | 74.7%-20.8pp |
| Annual return | 17.02% | 15.58%+1.4pp | -0.70%+17.7pp | 15.65%+1.4pp |
| Employer contribution / active EE | $5,769 | $4,487+28.6% | $7,232-20.2% | $3,231+78.5% |
| Participant deferral / active EE | $5,381 | $4,296+25.3% | $5,676-5.2% | $3,836+40.3% |
| Admin fee / account holder | $3,415 | $21,515-84.1% | $19,315-82.3% | $12,754-73.2% |