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 | $283,394 | $138,386+104.8% | $184,260+53.8% | $80,935+250.1% |
| Participation rate | 45.9% | 83.9%-37.9pp | 86.8%-40.9pp | 67.7%-21.7pp |
| Annual return | 16.11% | 20.02%-3.9pp | 28.84%-12.7pp | 35.66%-19.6pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,642 | $7,076-6.1% | $9,133-27.3% | $4,299+54.5% |
| Admin fee / account holder | $31,942 | $10,489+204.5% | $13,898+129.8% | $6,924+361.3% |