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 | $373,077 | $78,670+374.2% | $109,173+241.7% | $85,847+334.6% |
| Participation rate | 34.7% | 68.3%-33.6pp | 75.9%-41.2pp | 69.3%-34.6pp |
| Annual return | 12.65% | 25.09%-12.4pp | 25.75%-13.1pp | 318.61%-306.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,437 | $3,467-0.9% | $4,654-26.2% | $3,952-13.0% |
| Admin fee / account holder | $4,141 | $5,469-24.3% | $6,755-38.7% | $6,261-33.9% |