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 | $332,359 | $105,200+215.9% | $159,474+108.4% | $85,847+287.2% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.8%-40.0pp | 69.3%-26.5pp |
| Annual return | 23.06% | 45.08%-22.0pp | 263.68%-240.6pp | 318.61%-295.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,028 | $5,946+1.4% | $7,353-18.0% | $3,952+52.5% |
| Admin fee / account holder | $36,566 | $6,934+427.3% | $10,802+238.5% | $6,261+484.1% |