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 | $494,448 | $71,197+594.5% | $93,669+427.9% | $80,925+511.0% |
| Participation rate | 14.8% | 60.4%-45.6pp | 68.7%-53.9pp | 67.7%-52.8pp |
| Annual return | 16.69% | 11.27%+5.4pp | 133.59%-116.9pp | 35.65%-19.0pp |
| Employer contribution / active EE | $501 | $1,565-68.0% | $2,424-79.3% | $2,756-81.8% |
| Participant deferral / active EE | $2,356 | $4,036-41.6% | $4,416-46.6% | $4,299-45.2% |
| Admin fee / account holder | $1,816 | $6,959-73.9% | $8,291-78.1% | $6,940-73.8% |