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 | $1,762,518 | $167,353+953.2% | $143,797+1125.7% | $134,545+1210.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -12.55% | 0.48%-13.0pp | -0.04%-12.5pp | 418.37%-430.9pp |
| Employer contribution / active EE | $2,560 | $5,620-54.4% | $4,952-48.3% | $4,742-46.0% |
| Participant deferral / active EE | $6,121 | $6,447-5.1% | $5,638+8.6% | $6,401-4.4% |
| Admin fee / account holder | $97,217 | $18,096+437.2% | $14,679+562.3% | $11,431+750.5% |