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 | $482,285 | $139,948+244.6% | $121,663+296.4% | $154,746+211.7% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 11.81% | 230.52%-218.7pp | 147.54%-135.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,801 | $3,521-48.9% | $3,020-40.4% | $4,379-58.9% |
| Participant deferral / active EE | $2,920 | $5,629-48.1% | $4,887-40.3% | $6,730-56.6% |
| Admin fee / account holder | $316 | $17,321-98.2% | $14,289-97.8% | $14,365-97.8% |