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 | $334,288 | $68,878+385.3% | $120,574+177.2% | $80,935+313.0% |
| Participation rate | 31.1% | 61.7%-30.6pp | 71.9%-40.8pp | 67.7%-36.6pp |
| Annual return | 16.11% | 23.67%-7.6pp | 107.42%-91.3pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,329 | $2,065-35.6% | $3,471-61.7% | $2,757-51.8% |
| Participant deferral / active EE | $2,327 | $3,189-27.0% | $4,996-53.4% | $4,299-45.9% |
| Admin fee / account holder | $832 | $5,782-85.6% | $9,445-91.2% | $6,924-88.0% |