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 | $457,999 | $167,352+173.7% | $143,788+218.5% | $134,509+240.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -5.93% | 0.47%-6.4pp | -0.03%-5.9pp | 418.13%-424.1pp |
| Employer contribution / active EE | $2,352 | $5,620-58.1% | $4,952-52.5% | $4,741-50.4% |
| Participant deferral / active EE | $11,144 | $6,447+72.9% | $5,638+97.7% | $6,400+74.1% |
| Admin fee / account holder | $39,083 | $18,091+116.0% | $14,675+166.3% | $11,427+242.0% |