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 | $262,945 | $65,555+301.1% | $86,216+205.0% | $75,173+249.8% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | 15.55% | 46.07%-30.5pp | 1169.42%-1153.9pp | 160.72%-145.2pp |
| Employer contribution / active EE | $957 | $1,553-38.4% | $2,382-59.8% | $2,671-64.2% |
| Participant deferral / active EE | $1,498 | $3,023-50.5% | $3,986-62.4% | $4,126-63.7% |
| Admin fee / account holder | $6,994 | $5,469+27.9% | $6,853+2.0% | $5,651+23.8% |