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 | $294,885 | $47,479+521.1% | $62,929+368.6% | $82,448+257.7% |
| Participation rate | 46.7% | 66.9%-20.2pp | 73.1%-26.4pp | 68.1%-21.4pp |
| Annual return | 15.28% | 20.34%-5.1pp | 1063.93%-1048.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,762 | $1,885+152.6% | $2,505+90.1% | $2,551+86.7% |
| Participant deferral / active EE | $6,350 | $2,870+121.2% | $3,888+63.3% | $4,139+53.4% |
| Admin fee / account holder | $1,705 | $3,804-55.2% | $5,065-66.3% | $7,234-76.4% |