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 | $258,837 | $86,940+197.7% | $102,434+152.7% | $80,935+219.8% |
| Participation rate | 30.8% | 72.4%-41.6pp | 76.5%-45.7pp | 67.7%-36.9pp |
| Annual return | 14.29% | 18.89%-4.6pp | 29.46%-15.2pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,274 | $2,370-46.2% | $3,023-57.9% | $2,757-53.8% |
| Participant deferral / active EE | $3,246 | $4,121-21.2% | $5,055-35.8% | $4,299-24.5% |
| Admin fee / account holder | $20,457 | $8,047+154.2% | $9,462+116.2% | $6,924+195.4% |