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 | $264,531 | $100,262+163.8% | $81,370+225.1% | $145,897+81.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 16.61% | 34.52%-17.9pp | 24.85%-8.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,318 | $4,612-6.4% | $3,885+11.1% | $6,689-35.4% |
| Admin fee / account holder | $5,253 | $8,163-35.6% | $5,749-8.6% | $13,390-60.8% |