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 | $403,726 | $153,311+163.3% | $109,313+269.3% | $273,972+47.4% |
| Participation rate | 20.0% | 80.1%-60.1pp | 71.3%-51.3pp | 83.0%-63.0pp |
| Annual return | 5.51% | 29.86%-24.3pp | 22.07%-16.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,234 | $8,076-60.0% | $5,666-42.9% | $10,133-68.1% |