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 | $299,725 | $91,086+229.1% | $203,872+47.0% | $86,983+244.6% |
| Participation rate | 32.0% | 65.8%-33.8pp | 77.8%-45.8pp | 69.5%-37.5pp |
| Annual return | 13.39% | 22.30%-8.9pp | 85.11%-71.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $895 | $2,063-56.6% | $3,757-76.2% | $2,584-65.4% |
| Participant deferral / active EE | $3,281 | $4,019-18.4% | $6,388-48.6% | $4,194-21.8% |
| Admin fee / account holder | $44,652 | $8,987+396.8% | $11,730+280.7% | $7,856+468.4% |