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 | $621,969 | $167,353+271.7% | $143,797+332.5% | $134,545+362.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -9.85% | 0.48%-10.3pp | -0.04%-9.8pp | 418.37%-428.2pp |
| Employer contribution / active EE | $14,875 | $5,620+164.7% | $4,952+200.4% | $4,742+213.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $28,660 | $18,096+58.4% | $14,679+95.2% | $11,431+150.7% |