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 | $398,915 | $83,898+375.5% | $133,346+199.2% | $94,015+324.3% |
| Participation rate | 10.2% | 63.4%-53.1pp | 72.8%-62.6pp | 70.8%-60.6pp |
| Annual return | 17.38% | 16.00%+1.4pp | 36.85%-19.5pp | 17.84%-0.5pp |
| Employer contribution / active EE | $780 | $1,821-57.2% | $2,853-72.7% | $2,790-72.0% |
| Participant deferral / active EE | $2,377 | $3,245-26.7% | $4,332-45.1% | $4,249-44.1% |
| Admin fee / account holder | $74,444 | $7,809+853.4% | $14,264+421.9% | $8,951+731.7% |