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 | $261,138 | $117,859+121.6% | $102,438+154.9% | $145,959+78.9% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.1pp |
| Annual return | 17.47% | 31.72%-14.2pp | 29.37%-11.9pp | 561.95%-544.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,985 | $5,732-47.9% | $5,054-40.9% | $6,689-55.4% |
| Admin fee / account holder | $4,662 | $13,318-65.0% | $9,448-50.7% | $13,398-65.2% |