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 | $262,554 | $71,215+268.7% | $93,696+180.2% | $80,935+224.4% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.7%-1.0pp |
| Annual return | 14.35% | 11.27%+3.1pp | 133.74%-119.4pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,432 | $4,037+84.1% | $4,417+68.3% | $4,299+72.9% |
| Admin fee / account holder | $14,822 | $6,958+113.0% | $8,287+78.9% | $6,924+114.1% |