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 | $520,540 | $117,895+341.5% | $102,460+408.0% | $145,897+256.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.25% | 31.92%-20.7pp | 29.47%-18.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,709 | $3,619-52.8% | $3,025-43.5% | $4,663-63.3% |
| Participant deferral / active EE | $11,080 | $5,736+93.2% | $5,056+119.1% | $6,689+65.6% |
| Admin fee / account holder | $4,310 | $13,353-67.7% | $9,460-54.4% | $13,390-67.8% |