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 | $636,017 | $167,362+280.0% | $143,799+342.3% | $134,532+372.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -13.83% | 0.47%-14.3pp | -0.04%-13.8pp | 418.27%-432.1pp |
| Employer contribution / active EE | $2,011 | $5,620-64.2% | $4,952-59.4% | $4,741-57.6% |
| Participant deferral / active EE | $6,400 | $6,447-0.7% | $5,638+13.5% | $6,4010% |
| Admin fee / account holder | $2,389 | $18,094-86.8% | $14,677-83.7% | $11,429-79.1% |