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 | $272,192 | $110,137+147.1% | $161,149+68.9% | $82,637+229.4% |
| Participation rate | 56.3% | 72.4%-16.1pp | 78.8%-22.6pp | 68.1%-11.8pp |
| Annual return | 21.16% | 20.69%+0.5pp | 21.16%0pp | 53.51%-32.3pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,281 | $4,575-50.1% | $6,153-62.9% | $4,126-44.7% |
| Admin fee / account holder | $12,129 | $9,467+28.1% | $15,194-20.2% | $7,339+65.3% |