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 | $259,010 | $199,109+30.1% | $173,730+49.1% | $154,746+67.4% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.6%-17.1pp | 80.7%-18.2pp |
| Annual return | 15.06% | 20.02%-5.0pp | 19.96%-4.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,731 | $5,311-29.8% | $4,577-18.5% | $4,379-14.8% |
| Participant deferral / active EE | $10,054 | $7,113+41.3% | $6,326+58.9% | $6,730+49.4% |
| Admin fee / account holder | $650 | $20,916-96.9% | $17,523-96.3% | $14,365-95.5% |