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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,978 | $117,859+135.9% | $102,438+171.4% | $145,959+90.4% |
| Participation rate | 46.7% | 78.6%-31.9pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 11.38% | 31.72%-20.3pp | 29.37%-18.0pp | 561.95%-550.6pp |
| Employer contribution / active EE | $10,782 | $3,615+198.3% | $3,024+256.6% | $4,661+131.3% |
| Participant deferral / active EE | $8,115 | $5,732+41.6% | $5,054+60.6% | $6,689+21.3% |
| Admin fee / account holder | $14,208 | $13,318+6.7% | $9,448+50.4% | $13,398+6.0% |