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 | $286,897 | $176,794+62.3% | $146,647+95.6% | $167,553+71.2% |
| Participation rate | 45.0% | 83.6%-38.6pp | 80.1%-35.1pp | 82.1%-37.1pp |
| Annual return | 12.04% | 24.04%-12.0pp | 22.75%-10.7pp | 478.89%-466.9pp |
| Employer contribution / active EE | $1,386 | $5,161-73.2% | $4,137-66.5% | $4,840-71.4% |
| Participant deferral / active EE | $7,150 | $6,440+11.0% | $5,506+29.9% | $6,343+12.7% |
| Admin fee / account holder | $67,042 | $13,262+405.5% | $10,281+552.1% | $12,316+444.3% |