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 | $605,259 | $133,998+351.7% | $112,263+439.1% | $134,545+349.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -13.81% | 47.17%-61.0pp | 27.49%-41.3pp | 418.37%-432.2pp |
| Employer contribution / active EE | $1,966 | $4,040-51.3% | $3,636-45.9% | $4,742-58.5% |
| Participant deferral / active EE | $11,338 | $5,292+114.2% | $4,729+139.7% | $6,401+77.1% |
| Admin fee / account holder | $4,754 | $7,493-36.6% | $6,410-25.8% | $11,431-58.4% |