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 | $323,142 | $83,369+287.6% | $105,223+207.1% | $67,986+375.3% |
| Participation rate | 29.5% | 56.3%-26.8pp | 75.0%-45.5pp | 57.2%-27.7pp |
| Annual return | 17.12% | 24.64%-7.5pp | 180.65%-163.5pp | 31.67%-14.5pp |
| Employer contribution / active EE | $1,470 | $2,541-42.2% | $3,689-60.2% | $2,019-27.2% |
| Participant deferral / active EE | $4,558 | $3,295+38.3% | $5,072-10.1% | $3,358+35.7% |
| Admin fee / account holder | $8,492 | $4,073+108.5% | $8,859-4.1% | $3,203+165.1% |