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 | $398,484 | $69,118+476.5% | $53,647+642.8% | $138,895+186.9% |
| Participation rate | 25.0% | 64.0%-39.0pp | 56.3%-31.3pp | 79.9%-54.9pp |
| Annual return | 21.40% | 248.26%-226.9pp | 358.33%-336.9pp | 145.39%-124.0pp |
| Employer contribution / active EE | $347 | $1,189-70.8% | $962-64.0% | $4,194-91.7% |
| Participant deferral / active EE | $2,812 | $2,274+23.7% | $1,813+55.1% | $6,396-56.0% |
| Admin fee / account holder | $1,369 | $2,724-49.7% | $2,460-44.3% | $12,562-89.1% |