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 | $110,093+237.8% | $97,295+282.2% | $145,897+154.9% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 13.81% | 244.76%-231.0pp | 75.62%-61.8pp | 552.29%-538.5pp |
| Employer contribution / active EE | $506 | $3,077-83.6% | $2,723-81.4% | $4,663-89.1% |
| Participant deferral / active EE | $3,693 | $4,678-21.1% | $4,264-13.4% | $6,689-44.8% |
| Admin fee / account holder | $1,851 | $6,212-70.2% | $5,646-67.2% | $13,390-86.2% |