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 | $293,293 | $154,228+90.2% | $145,433+101.7% | $137,256+113.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.45% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,690 | $4,804-64.8% | $4,554-62.9% | $4,156-59.3% |
| Participant deferral / active EE | $6,802 | $8,216-17.2% | $7,897-13.9% | $6,407+6.2% |
| Admin fee / account holder | $3,144 | $14,344-78.1% | $13,129-76.1% | $12,270-74.4% |