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 | $379,883 | $100,262+278.9% | $81,370+366.9% | $145,897+160.4% |
| Participation rate | 14.3% | 74.3%-60.0pp | 69.5%-55.3pp | 80.3%-66.0pp |
| Annual return | 13.74% | 34.52%-20.8pp | 24.85%-11.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $660 | $2,979-77.9% | $2,464-73.2% | $4,663-85.9% |
| Participant deferral / active EE | $3,286 | $4,612-28.8% | $3,885-15.4% | $6,689-50.9% |
| Admin fee / account holder | $3,502 | $8,163-57.1% | $5,749-39.1% | $13,390-73.8% |