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 | $280,083 | $154,228+81.6% | $145,433+92.6% | $137,256+104.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.06% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,229 | $4,804-53.6% | $4,554-51.1% | $4,156-46.4% |
| Participant deferral / active EE | $2,511 | $8,216-69.4% | $7,897-68.2% | $6,407-60.8% |
| Admin fee / account holder | $22,219 | $14,344+54.9% | $13,129+69.2% | $12,270+81.1% |