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 | $402,266 | $115,225+249.1% | $100,712+299.4% | $138,895+189.6% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 12.93% | 40.35%-27.4pp | 33.27%-20.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,424 | $2,771-12.5% | $2,313+4.8% | $4,194-42.2% |
| Participant deferral / active EE | $6,027 | $4,699+28.3% | $4,085+47.5% | $6,396-5.8% |
| Admin fee / account holder | $141,578 | $10,844+1205.6% | $9,256+1429.5% | $12,562+1027.0% |