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 | $345,618 | $124,351+177.9% | $109,188+216.5% | $167,553+106.3% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 11.61% | 26.04%-14.4pp | 25.76%-14.1pp | 478.89%-467.3pp |
| Employer contribution / active EE | $2,037 | $4,210-51.6% | $3,723-45.3% | $4,840-57.9% |
| Participant deferral / active EE | $4,973 | $5,257-5.4% | $4,654+6.9% | $6,343-21.6% |
| Admin fee / account holder | $84,256 | $7,975+956.5% | $6,755+1147.3% | $12,316+584.1% |