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 | $299,993 | $88,672+238.3% | $105,223+185.1% | $82,448+263.9% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 17.93% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,349 | $3,048-55.8% | $3,689-63.4% | $2,551-47.1% |
| Participant deferral / active EE | $3,304 | $4,036-18.1% | $5,072-34.9% | $4,139-20.2% |
| Admin fee / account holder | $1,769 | $7,146-75.2% | $8,859-80.0% | $7,234-75.5% |