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 | $739,668 | $167,353+342.0% | $143,797+414.4% | $134,545+449.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.31% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,500 | $5,620-55.5% | $4,952-49.5% | $4,742-47.3% |
| Participant deferral / active EE | $9,057 | $6,447+40.5% | $5,638+60.6% | $6,401+41.5% |
| Admin fee / account holder | $400 | $18,096-97.8% | $14,679-97.3% | $11,431-96.5% |