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 | $293,966 | $115,796+153.9% | $101,264+190.3% | $158,950+84.9% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-32.9pp | 82.0%-39.1pp |
| Annual return | 11.15% | 56.15%-45.0pp | 46.48%-35.3pp | 302.91%-291.8pp |
| Employer contribution / active EE | $764 | $4,175-81.7% | $3,660-79.1% | $4,762-84.0% |
| Participant deferral / active EE | $3,296 | $4,958-33.5% | $4,370-24.6% | $5,983-44.9% |
| Admin fee / account holder | $45,987 | $7,247+534.6% | $5,947+673.3% | $11,248+308.8% |