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 | $1,000,282 | $133,981+646.6% | $112,249+791.1% | $134,532+643.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.18% | 47.16%-63.3pp | 27.48%-43.7pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,603 | $4,040-35.6% | $3,636-28.4% | $4,741-45.1% |
| Participant deferral / active EE | $9,389 | $5,292+77.4% | $4,729+98.5% | $6,401+46.7% |
| Admin fee / account holder | $4,241 | $7,492-43.4% | $6,412-33.9% | $11,429-62.9% |