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 | $448,703 | $174,379+157.3% | $152,093+195.0% | $138,895+223.1% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.67% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,073 | $4,652-76.9% | $4,175-74.3% | $4,194-74.4% |
| Participant deferral / active EE | $3,809 | $6,159-38.2% | $5,451-30.1% | $6,396-40.4% |
| Admin fee / account holder | $7,102 | $16,880-57.9% | $14,497-51.0% | $12,562-43.5% |