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 | $253,812 | $79,961+217.4% | $98,462+157.8% | $75,177+237.6% |
| Participation rate | 40.0% | 70.4%-30.4pp | 75.2%-35.2pp | 67.2%-27.2pp |
| Annual return | 14.67% | 19.75%-5.1pp | 21.17%-6.5pp | 160.75%-146.1pp |
| Employer contribution / active EE | $894 | $2,264-60.5% | $3,049-70.7% | $2,671-66.5% |
| Participant deferral / active EE | $2,520 | $3,753-32.8% | $4,738-46.8% | $4,126-38.9% |
| Admin fee / account holder | $12,092 | $6,842+76.7% | $8,875+36.3% | $5,651+114.0% |