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 | $279,514 | $185,312+50.8% | $161,489+73.1% | $154,746+80.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 12.35% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $5,037 | $4,769+5.6% | $4,268+18.0% | $4,379+15.0% |
| Participant deferral / active EE | $13,813 | $6,350+117.5% | $5,630+145.4% | $6,730+105.2% |
| Admin fee / account holder | $2,180 | $18,654-88.3% | $16,006-86.4% | $14,365-84.8% |