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 | $250,033 | $115,931+115.7% | $185,441+34.8% | $86,983+187.5% |
| Participation rate | 48.4% | 73.6%-25.2pp | 80.3%-31.9pp | 69.5%-21.2pp |
| Annual return | 16.39% | 21.47%-5.1pp | 20.16%-3.8pp | 25.83%-9.4pp |
| Employer contribution / active EE | $2,054 | $2,937-30.1% | $4,672-56.0% | $2,584-20.5% |
| Participant deferral / active EE | $7,630 | $4,551+67.7% | $6,152+24.0% | $4,194+81.9% |
| Admin fee / account holder | $7,768 | $10,687-27.3% | $17,890-56.6% | $7,856-1.1% |