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 | $476,461 | $95,917+396.7% | $79,583+498.7% | $134,545+254.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -9.61% | -2.70%-6.9pp | 0.16%-9.8pp | 418.37%-428.0pp |
| Employer contribution / active EE | $22,505 | $3,129+619.2% | $2,414+832.4% | $4,742+374.6% |
| Participant deferral / active EE | $13,500 | $4,694+187.6% | $3,986+238.7% | $6,401+110.9% |
| Admin fee / account holder | $237,799 | $9,132+2504.0% | $6,835+3379.0% | $11,431+1980.4% |