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 | $298,297 | $104,098+186.6% | $140,514+112.3% | $94,015+217.3% |
| Participation rate | 67.6% | 73.7%-6.1pp | 77.8%-10.2pp | 70.8%-3.2pp |
| Annual return | 15.17% | 15.14%0pp | 14.36%+0.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $3,085 | $2,388+29.2% | $3,378-8.7% | $2,790+10.6% |
| Participant deferral / active EE | $5,025 | $4,033+24.6% | $4,919+2.2% | $4,249+18.2% |
| Admin fee / account holder | $17,783 | $10,439+70.4% | $13,697+29.8% | $8,951+98.7% |