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 | $265,669 | $57,057+365.6% | $85,009+212.5% | $80,874+228.5% |
| Participation rate | 30.4% | 56.4%-25.9pp | 67.5%-37.1pp | 67.6%-37.2pp |
| Annual return | 15.19% | 21.66%-6.5pp | 66.47%-51.3pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,408 | $1,799-21.7% | $2,728-48.4% | $2,756-48.9% |
| Participant deferral / active EE | $2,209 | $3,112-29.0% | $4,522-51.1% | $4,297-48.6% |
| Admin fee / account holder | $99,673 | $4,986+1899.0% | $6,153+1520.0% | $6,935+1337.2% |