Sign up free to preview peer percentile detail
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 | $297,114 | $110,137+169.8% | $161,149+84.4% | $82,637+259.5% |
| Participation rate | 60.5% | 72.4%-11.9pp | 78.8%-18.4pp | 68.1%-7.6pp |
| Annual return | 26.36% | 20.69%+5.7pp | 21.16%+5.2pp | 53.51%-27.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,733 | $4,575+47.2% | $6,153+9.4% | $4,126+63.2% |
| Admin fee / account holder | $6,462 | $9,467-31.7% | $15,194-57.5% | $7,339-12.0% |