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 | $90,170+258.4% | $150,734+114.4% | $69,733+363.4% |
| Participation rate | 29.5% | 60.2%-30.7pp | 78.4%-48.9pp | 62.5%-32.9pp |
| Annual return | 17.12% | 16.56%+0.6pp | 600.81%-583.7pp | 15.22%+1.9pp |
| Employer contribution / active EE | $1,470 | $3,428-57.1% | $4,918-70.1% | $2,250-34.7% |
| Participant deferral / active EE | $4,558 | $3,086+47.7% | $5,610-18.8% | $3,054+49.2% |
| Admin fee / account holder | $8,492 | $4,600+84.6% | $14,905-43.0% | $3,102+173.8% |