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 | $312,951 | $91,559+241.8% | $133,982+133.6% | $79,859+291.9% |
| Participation rate | 51.4% | 73.3%-21.9pp | 79.8%-28.4pp | 69.6%-18.2pp |
| Annual return | 12.86% | 61.85%-49.0pp | 45.10%-32.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,951 | $2,384+23.8% | $3,919-24.7% | $2,471+19.4% |
| Participant deferral / active EE | $5,480 | $3,734+46.8% | $5,047+8.6% | $3,741+46.5% |
| Admin fee / account holder | $4,120 | $6,321-34.8% | $8,930-53.9% | $5,307-22.4% |