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 | $308,037 | $107,421+186.8% | $182,262+69.0% | $94,015+227.6% |
| Participation rate | 59.4% | 77.8%-18.4pp | 84.2%-24.8pp | 70.8%-11.4pp |
| Annual return | 19.25% | 21.32%-2.1pp | 140.60%-121.3pp | 17.84%+1.4pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,180 | $6,558-5.8% | $8,276-25.3% | $4,249+45.4% |
| Admin fee / account holder | $5,607 | $8,692-35.5% | $16,712-66.4% | $8,951-37.4% |