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 | $326,676 | $51,604+533.0% | $129,295+152.7% | $80,874+303.9% |
| Participation rate | 25.9% | 57.0%-31.1pp | 69.6%-43.7pp | 67.6%-41.7pp |
| Annual return | 15.39% | 20.76%-5.4pp | 9429.28%-9413.9pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,303 | $1,585-17.8% | $4,157-68.7% | $2,756-52.7% |
| Participant deferral / active EE | $2,938 | $2,670+10.0% | $4,169-29.5% | $4,297-31.6% |
| Admin fee / account holder | $14,714 | $4,310+241.4% | $7,665+92.0% | $6,935+112.2% |