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 | $535,319 | $36,948+1348.8% | $73,658+626.8% | $87,485+511.9% |
| Participation rate | 8.6% | 46.8%-38.2pp | 57.0%-48.5pp | 68.9%-60.4pp |
| Annual return | 18.19% | 28.64%-10.4pp | 29.72%-11.5pp | 26.06%-7.9pp |
| Employer contribution / active EE | $243 | $670-63.7% | $1,032-76.4% | $2,596-90.6% |
| Participant deferral / active EE | $2,627 | $1,379+90.5% | $2,062+27.4% | $4,274-38.5% |
| Admin fee / account holder | $5,980 | $2,531+136.3% | $3,357+78.2% | $7,775-23.1% |