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 | $327,923 | $69,708+370.4% | $67,560+385.4% | $74,478+340.3% |
| Participation rate | 39.6% | 71.4%-31.8pp | 72.9%-33.3pp | 67.2%-27.6pp |
| Annual return | 12.59% | -40.67%+53.3pp | 3533.50%-3520.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,802 | $2,715-33.6% | $2,737-34.2% | $2,626-31.4% |
| Participant deferral / active EE | $3,923 | $3,637+7.9% | $4,004-2.0% | $4,350-9.8% |
| Admin fee / account holder | $2,862 | $887+222.6% | $3,994-28.3% | $1,946+47.1% |