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 | $293,281 | $90,400+224.4% | $186,193+57.5% | $87,485+235.2% |
| Participation rate | 58.5% | 66.2%-7.7pp | 77.1%-18.6pp | 68.9%-10.4pp |
| Annual return | 16.70% | 22.15%-5.5pp | 78.03%-61.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,752 | $4,330+32.9% | $6,513-11.7% | $4,274+34.6% |
| Admin fee / account holder | $17,944 | $8,673+106.9% | $11,058+62.3% | $7,775+130.8% |