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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,341 | $167,533+177.8% | $151,645+206.9% | $134,545+245.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -19.60% | 7.81%-27.4pp | 3.34%-22.9pp | 418.37%-438.0pp |
| Employer contribution / active EE | $13,725 | $6,828+101.0% | $6,165+122.6% | $4,742+189.5% |
| Participant deferral / active EE | $13,500 | $8,985+50.2% | $8,363+61.4% | $6,401+110.9% |
| Admin fee / account holder | $267,867 | $13,781+1843.8% | $11,614+2206.5% | $11,431+2243.4% |