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 | $251,793 | $133,981+87.9% | $112,249+124.3% | $134,532+87.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -11.38% | 47.16%-58.5pp | 27.48%-38.9pp | 418.27%-429.7pp |
| Employer contribution / active EE | $4,401 | $4,040+8.9% | $3,636+21.0% | $4,741-7.2% |
| Participant deferral / active EE | $5,950 | $5,292+12.4% | $4,729+25.8% | $6,401-7.0% |
| Admin fee / account holder | $2,458 | $7,492-67.2% | $6,412-61.7% | $11,429-78.5% |