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 | $411,492 | $102,245+302.5% | $89,340+360.6% | $137,256+199.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 12.56% | 21.89%-9.3pp | 20.57%-8.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $697 | $2,529-72.5% | $2,231-68.8% | $4,156-83.2% |
| Participant deferral / active EE | $7,391 | $4,436+66.6% | $3,823+93.3% | $6,407+15.4% |
| Admin fee / account holder | $11,501 | $8,085+42.2% | $6,704+71.6% | $12,270-6.3% |