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 | $268,360 | $97,881+174.2% | $80,004+235.4% | $125,389+114.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | 0.70% | 9.36%-8.7pp | 7.63%-6.9pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,414 | $3,128-54.8% | $2,473-42.8% | $4,866-70.9% |
| Participant deferral / active EE | $4,288 | $3,744+14.5% | $3,204+33.9% | $5,352-19.9% |
| Admin fee / account holder | $30,479 | $6,278+385.5% | $5,033+505.5% | $9,541+219.5% |