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 | $323,336 | $99,345+225.5% | $84,753+281.5% | $273,972+18.0% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 4.74% | 22.93%-18.2pp | 22.78%-18.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $11,667 | $4,214+176.9% | $3,574+226.4% | $4,869+139.6% |
| Participant deferral / active EE | $8,000 | $4,270+87.4% | $3,712+115.5% | $5,287+51.3% |
| Admin fee / account holder | $3,829 | $6,645-42.4% | $5,333-28.2% | $10,133-62.2% |