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 | $350,494 | $93,345+275.5% | $119,126+194.2% | $87,485+300.6% |
| Participation rate | 21.0% | 68.7%-47.8pp | 75.8%-54.8pp | 68.9%-47.9pp |
| Annual return | 16.87% | 19.08%-2.2pp | 282.11%-265.2pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,141 | $3,172-64.0% | $4,034-71.7% | $2,596-56.0% |
| Participant deferral / active EE | $2,103 | $4,099-48.7% | $5,318-60.5% | $4,274-50.8% |
| Admin fee / account holder | $14,546 | $8,039+81.0% | $10,693+36.0% | $7,775+87.1% |