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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,631 | $227,291+26.5% | $214,702+34.0% | $155,188+85.3% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | 15.83% | 60.08%-44.2pp | 54.55%-38.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $7,942 | $6,772+17.3% | $6,461+22.9% | $4,248+87.0% |
| Participant deferral / active EE | $7,942 | $9,582-17.1% | $9,147-13.2% | $6,531+21.6% |
| Admin fee / account holder | $5,523 | $20,413-72.9% | $19,830-72.1% | $14,480-61.9% |