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 | $262,269 | $103,387+153.7% | $87,102+201.1% | $152,885+71.5% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.9%-56.9pp | 82.5%-62.5pp |
| Annual return | 22.68% | 28.10%-5.4pp | 28.19%-5.5pp | 345.39%-322.7pp |
| Employer contribution / active EE | $871 | $3,221-73.0% | $2,521-65.5% | $4,763-81.7% |
| Participant deferral / active EE | $2,765 | $4,778-42.1% | $4,048-31.7% | $5,851-52.8% |
| Admin fee / account holder | $768 | $12,193-93.7% | $7,491-89.7% | $11,598-93.4% |