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 | $266,061 | $111,814+137.9% | $93,654+184.1% | $145,959+82.3% |
| Participation rate | 35.7% | 74.2%-38.5pp | 68.7%-33.0pp | 80.3%-44.6pp |
| Annual return | 8.23% | 203.30%-195.1pp | 133.34%-125.1pp | 561.95%-553.7pp |
| Employer contribution / active EE | $907 | $3,092-70.7% | $2,421-62.5% | $4,661-80.5% |
| Participant deferral / active EE | $2,692 | $4,914-45.2% | $4,413-39.0% | $6,689-59.8% |
| Admin fee / account holder | $2,686 | $10,246-73.8% | $8,282-67.6% | $13,398-80.0% |