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 | $276,030 | $114,013+142.1% | $103,693+166.2% | $155,188+77.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 9.43% | 49.31%-39.9pp | 47.61%-38.2pp | 148.84%-139.4pp |
| Employer contribution / active EE | $4,567 | $3,131+45.9% | $2,920+56.4% | $4,248+7.5% |
| Participant deferral / active EE | $8,606 | $4,970+73.2% | $4,579+87.9% | $6,531+31.8% |
| Admin fee / account holder | $49,083 | $8,407+483.8% | $7,858+524.6% | $14,480+239.0% |