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 | $255,897 | $172,111+48.7% | $150,298+70.3% | $137,256+86.4% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 17.58% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,184 | $4,636-52.9% | $4,154-47.4% | $4,156-47.4% |
| Participant deferral / active EE | $9,615 | $6,166+55.9% | $5,453+76.3% | $6,407+50.1% |
| Admin fee / account holder | $1,332 | $16,471-91.9% | $14,116-90.6% | $12,270-89.1% |