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 | $291,627 | $107,368+171.6% | $92,915+213.9% | $152,909+90.7% |
| Participation rate | 20.8% | 79.8%-59.0pp | 76.0%-55.2pp | 82.5%-61.6pp |
| Annual return | 20.80% | 145.64%-124.8pp | 109.45%-88.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $853 | $4,222-79.8% | $3,653-76.7% | $4,764-82.1% |
| Participant deferral / active EE | $2,496 | $4,848-48.5% | $4,238-41.1% | $5,851-57.4% |
| Admin fee / account holder | $40,296 | $7,082+469.0% | $5,796+595.3% | $11,601+247.4% |