Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $307,490 | $86,940+253.7% | $102,434+200.2% | $80,935+279.9% |
| Participation rate | 41.7% | 72.4%-30.7pp | 76.5%-34.8pp | 67.7%-26.0pp |
| Annual return | 15.11% | 18.89%-3.8pp | 29.46%-14.3pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,844 | $2,370+62.2% | $3,023+27.2% | $2,757+39.4% |
| Participant deferral / active EE | $8,756 | $4,121+112.5% | $5,055+73.2% | $4,299+103.7% |
| Admin fee / account holder | $80,086 | $8,047+895.2% | $9,462+746.4% | $6,924+1056.6% |