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 | $259,775 | $212,386+22.3% | $199,883+30.0% | $138,895+87.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 14.14% | 47.75%-33.6pp | 43.81%-29.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $3,568 | $6,625-46.1% | $6,261-43.0% | $4,194-14.9% |
| Participant deferral / active EE | $8,501 | $9,617-11.6% | $9,138-7.0% | $6,396+32.9% |
| Admin fee / account holder | $3,229 | $18,233-82.3% | $17,268-81.3% | $12,562-74.3% |