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 | $268,964 | $185,312+45.1% | $161,489+66.6% | $154,746+73.8% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.7%-24.9pp | 80.7%-26.9pp |
| Annual return | 16.93% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,370 | $4,769-50.3% | $4,268-44.5% | $4,379-45.9% |
| Participant deferral / active EE | $5,863 | $6,350-7.7% | $5,630+4.1% | $6,730-12.9% |
| Admin fee / account holder | $50,123 | $18,654+168.7% | $16,006+213.2% | $14,365+248.9% |