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 | $260,485 | $29,667+778.0% | $56,441+361.5% | $80,874+222.1% |
| Participation rate | 12.0% | 41.7%-29.7pp | 52.5%-40.5pp | 67.6%-55.6pp |
| Annual return | 14.08% | 35.22%-21.1pp | 1704.21%-1690.1pp | 35.62%-21.5pp |
| Employer contribution / active EE | $516 | $669-23.0% | $1,039-50.4% | $2,756-81.3% |
| Participant deferral / active EE | $2,229 | $1,227+81.7% | $1,953+14.1% | $4,297-48.1% |
| Admin fee / account holder | $985 | $2,429-59.4% | $2,829-65.2% | $6,935-85.8% |