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 | $281,816 | $154,228+82.7% | $145,433+93.8% | $137,256+105.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 22.59% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $3,519 | $4,804-26.7% | $4,554-22.7% | $4,156-15.3% |
| Participant deferral / active EE | $7,816 | $8,216-4.9% | $7,897-1.0% | $6,407+22.0% |
| Admin fee / account holder | $77,822 | $14,344+442.6% | $13,129+492.7% | $12,270+534.2% |