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 | $285,034 | $49,255+478.7% | $70,494+304.3% | $79,856+256.9% |
| Participation rate | 41.1% | 69.2%-28.1pp | 75.1%-34.0pp | 69.6%-28.6pp |
| Annual return | 12.48% | 30.10%-17.6pp | 109.16%-96.7pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,579 | $2,100-24.8% | $2,738-42.3% | $2,471-36.1% |
| Participant deferral / active EE | $4,191 | $2,768+51.4% | $3,711+12.9% | $3,741+12.0% |
| Admin fee / account holder | $11,689 | $2,879+306.0% | $3,848+203.8% | $5,306+120.3% |