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 | $309,950 | $172,111+80.1% | $150,298+106.2% | $137,256+125.8% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 14.26% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,808 | $4,636-39.4% | $4,154-32.4% | $4,156-32.4% |
| Participant deferral / active EE | $5,394 | $6,166-12.5% | $5,453-1.1% | $6,407-15.8% |
| Admin fee / account holder | $13,093 | $16,471-20.5% | $14,116-7.2% | $12,270+6.7% |