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 | $299,569 | $71,230+320.6% | $93,727+219.6% | $80,959+270.0% |
| Participation rate | 45.9% | 60.4%-14.5pp | 68.7%-22.8pp | 67.7%-21.8pp |
| Annual return | 14.58% | 11.26%+3.3pp | 133.83%-119.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,708 | $1,565+9.1% | $2,421-29.5% | $2,757-38.1% |
| Participant deferral / active EE | $4,919 | $4,037+21.8% | $4,417+11.4% | $4,300+14.4% |
| Admin fee / account holder | $27,942 | $6,961+301.4% | $8,292+237.0% | $6,925+303.5% |