Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $267,960 | $114,013+135.0% | $103,693+158.4% | $155,188+72.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 14.13% | 49.31%-35.2pp | 47.61%-33.5pp | 148.84%-134.7pp |
| Employer contribution / active EE | $966 | $3,131-69.1% | $2,920-66.9% | $4,248-77.3% |
| Participant deferral / active EE | $6,287 | $4,970+26.5% | $4,579+37.3% | $6,531-3.7% |
| Admin fee / account holder | $42,938 | $8,407+410.7% | $7,858+446.4% | $14,480+196.5% |