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 | $346,765 | $143,969+140.9% | $199,883+73.5% | $82,637+319.6% |
| Participation rate | 48.6% | 84.1%-35.5pp | 86.8%-38.1pp | 68.1%-19.4pp |
| Annual return | 17.77% | 25.67%-7.9pp | 43.81%-26.0pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,838 | $6,937+27.4% | $9,138-3.3% | $4,126+114.2% |
| Admin fee / account holder | $12,878 | $14,597-11.8% | $17,268-25.4% | $7,339+75.5% |