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 | $443,680 | $114,119+288.8% | $107,187+313.9% | $138,895+219.4% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 17.29% | 273.21%-255.9pp | 204.55%-187.3pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,895 | $4,059-53.3% | $3,782-49.9% | $4,194-54.8% |
| Participant deferral / active EE | $5,019 | $5,538-9.4% | $5,096-1.5% | $6,396-21.5% |
| Admin fee / account holder | $31,476 | $10,024+214.0% | $9,162+243.5% | $12,562+150.6% |