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 | $371,896 | $109,967+238.2% | $97,197+282.6% | $145,877+154.9% |
| Participation rate | 20.0% | 76.0%-56.0pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 13.81% | 244.27%-230.5pp | 75.47%-61.7pp | 551.28%-537.5pp |
| Employer contribution / active EE | $506 | $3,077-83.6% | $2,723-81.4% | $4,663-89.1% |
| Participant deferral / active EE | $3,693 | $4,676-21.0% | $4,263-13.4% | $6,691-44.8% |
| Admin fee / account holder | $1,851 | $6,199-70.1% | $5,637-67.2% | $13,402-86.2% |