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 | $273,018 | $62,242+338.6% | $105,582+158.6% | $69,733+291.5% |
| Participation rate | 24.2% | 47.3%-23.0pp | 71.8%-47.5pp | 62.5%-38.2pp |
| Annual return | 13.64% | 15.40%-1.8pp | 18.61%-5.0pp | 15.22%-1.6pp |
| Employer contribution / active EE | $448 | $1,558-71.2% | $2,984-85.0% | $2,250-80.1% |
| Participant deferral / active EE | $1,110 | $2,462-54.9% | $4,353-74.5% | $3,054-63.7% |
| Admin fee / account holder | $25,260 | $4,615+447.3% | $12,856+96.5% | $3,102+714.3% |