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 | $341,669 | $54,757+524.0% | $90,287+278.4% | $72,986+368.1% |
| Participation rate | 51.4% | 65.1%-13.7pp | 73.3%-21.8pp | 69.5%-18.1pp |
| Annual return | 26.15% | 30.63%-4.5pp | 78.10%-52.0pp | 81.01%-54.9pp |
| Employer contribution / active EE | $8,318 | $2,092+297.5% | $2,855+191.4% | $2,440+240.9% |
| Participant deferral / active EE | $12,480 | $2,887+332.3% | $3,885+221.2% | $3,607+245.9% |
| Admin fee / account holder | $1,793 | $3,972-54.9% | $5,351-66.5% | $5,124-65.0% |