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 | $303,131 | $81,457+272.1% | $103,378+193.2% | $80,911+274.6% |
| Participation rate | 34.6% | 66.8%-32.2pp | 74.5%-39.9pp | 67.6%-33.0pp |
| Annual return | 21.21% | 25.58%-4.4pp | 24.91%-3.7pp | 35.63%-14.4pp |
| Employer contribution / active EE | $1,372 | $3,107-55.8% | $3,870-64.6% | $2,756-50.2% |
| Participant deferral / active EE | $4,726 | $3,871+22.1% | $5,058-6.6% | $4,297+10.0% |
| Admin fee / account holder | $2,332 | $6,717-65.3% | $8,401-72.2% | $6,935-66.4% |