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 | $266,505 | $117,846+126.1% | $102,434+160.2% | $145,884+82.7% |
| Participation rate | 43.8% | 78.6%-34.9pp | 76.5%-32.8pp | 80.3%-36.6pp |
| Annual return | 12.94% | 31.90%-19.0pp | 29.46%-16.5pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,637 | $5,733-36.6% | $5,055-28.0% | $6,690-45.6% |
| Admin fee / account holder | $67,005 | $13,356+401.7% | $9,462+608.2% | $13,392+400.3% |