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 | $472,093 | $167,352+182.1% | $143,788+228.3% | $134,509+251.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.96% | 0.47%-15.4pp | -0.03%-14.9pp | 418.13%-433.1pp |
| Employer contribution / active EE | $2,526 | $5,620-55.1% | $4,952-49.0% | $4,741-46.7% |
| Participant deferral / active EE | $7,332 | $6,447+13.7% | $5,638+30.1% | $6,400+14.6% |
| Admin fee / account holder | $3,305 | $18,091-81.7% | $14,675-77.5% | $11,427-71.1% |