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 | $288,527 | $78,690+266.7% | $161,489+78.7% | $87,485+229.8% |
| Participation rate | 16.3% | 67.5%-51.2pp | 78.7%-62.4pp | 68.9%-52.7pp |
| Annual return | 19.96% | 32.74%-12.8pp | 89.72%-69.8pp | 26.06%-6.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,693 | $3,311-18.7% | $5,630-52.2% | $4,274-37.0% |
| Admin fee / account holder | $18,742 | $6,724+178.7% | $16,006+17.1% | $7,775+141.1% |