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 | $330,313 | $45,123+632.0% | $85,240+287.5% | $74,478+343.5% |
| Participation rate | 7.4% | 49.4%-41.9pp | 67.5%-60.1pp | 67.2%-59.8pp |
| Annual return | 14.98% | 26.32%-11.3pp | 66.75%-51.8pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $699 | $1,459-52.1% | $2,735-74.4% | $2,626-73.4% |
| Participant deferral / active EE | $1,655 | $2,736-39.5% | $4,527-63.4% | $4,350-62.0% |
| Admin fee / account holder | $11,390 | $2,215+414.3% | $6,165+84.8% | $1,946+485.3% |