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 | $268,766 | $97,550+175.5% | $120,344+123.3% | $87,485+207.2% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.7%-19.1pp | 68.9%-11.4pp |
| Annual return | 20.40% | 18.41%+2.0pp | 20.30%+0.1pp | 26.06%-5.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,012 | $4,230+160.4% | $5,135+114.5% | $4,274+157.7% |
| Admin fee / account holder | $32,370 | $9,543+239.2% | $12,742+154.0% | $7,775+316.3% |