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 | $262,659 | $91,037+188.5% | $71,671+266.5% | $147,586+78.0% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 18.54% | 20.48%-1.9pp | 20.65%-2.1pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,022 | $3,327-69.3% | $2,460-58.5% | $4,876-79.0% |
| Participant deferral / active EE | $5,532 | $4,498+23.0% | $3,438+60.9% | $5,439+1.7% |
| Admin fee / account holder | $570 | $8,613-93.4% | $5,558-89.7% | $10,886-94.8% |