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 | $267,616 | $97,648+174.1% | $121,663+120.0% | $87,485+205.9% |
| Participation rate | 67.9% | 70.5%-2.6pp | 74.5%-6.6pp | 68.9%-1.1pp |
| Annual return | 15.08% | 18.03%-2.9pp | 147.54%-132.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,030 | $3,923+181.2% | $4,887+125.7% | $4,274+158.1% |
| Admin fee / account holder | $4,719 | $11,100-57.5% | $14,289-67.0% | $7,775-39.3% |