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 | $252,929 | $183,539+37.8% | $155,556+62.6% | $145,897+73.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 18.61% | 61.31%-42.7pp | 64.84%-46.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,909 | $5,315-64.1% | $4,675-59.2% | $4,663-59.1% |
| Participant deferral / active EE | $2,917 | $6,467-54.9% | $5,631-48.2% | $6,689-56.4% |
| Admin fee / account holder | $1,333 | $19,275-93.1% | $15,885-91.6% | $13,390-90.0% |