Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $397,429 | $87,132+356.1% | $105,624+276.3% | $80,959+390.9% |
| Participation rate | 57.7% | 70.4%-12.7pp | 75.3%-17.6pp | 67.7%-10.0pp |
| Annual return | 15.20% | 17.03%-1.8pp | 116.20%-101.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,593 | $2,397+8.2% | $3,168-18.1% | $2,757-5.9% |
| Participant deferral / active EE | $4,036 | $3,985+1.3% | $5,013-19.5% | $4,300-6.1% |
| Admin fee / account holder | $12,156 | $8,449+43.9% | $10,961+10.9% | $6,925+75.5% |