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 | $387,892 | $73,863+425.1% | $143,797+169.7% | $68,490+466.3% |
| Participation rate | 65.5% | 66.7%-1.1pp | 80.3%-14.8pp | 67.9%-2.4pp |
| Annual return | -18.12% | 0.91%-19.0pp | -0.04%-18.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $9,860 | $3,185+209.6% | $4,952+99.1% | $2,597+279.7% |
| Participant deferral / active EE | $8,265 | $3,385+144.2% | $5,638+46.6% | $4,028+105.2% |
| Admin fee / account holder | $2,112 | $5,756-63.3% | $14,679-85.6% | $5,403-60.9% |