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 | $634,924 | $105,866+499.7% | $90,766+599.5% | $134,545+371.9% |
| Participation rate | 14.3% | 78.3%-64.0pp | 75.7%-61.4pp | 81.2%-66.9pp |
| Annual return | -9.68% | -10.99%+1.3pp | -12.16%+2.5pp | 418.37%-428.1pp |
| Employer contribution / active EE | $2,812 | $3,464-18.8% | $2,922-3.8% | $4,742-40.7% |
| Participant deferral / active EE | $4,490 | $5,217-13.9% | $4,565-1.6% | $6,401-29.9% |
| Admin fee / account holder | $3,728 | $13,938-73.3% | $8,446-55.9% | $11,431-67.4% |