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 | $425,172 | $110,083+286.2% | $151,639+180.4% | $68,486+520.8% |
| Participation rate | 62.1% | 84.0%-21.9pp | 87.5%-25.4pp | 67.9%-5.8pp |
| Annual return | -16.94% | -10.12%-6.8pp | 3.34%-20.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $35,323 | $4,470+690.2% | $6,165+473.0% | $2,597+1260.3% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $34,189 | $7,718+343.0% | $11,613+194.4% | $5,404+532.7% |