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 | $687,881 | $167,352+311.0% | $143,788+378.4% | $134,509+411.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -10.85% | 0.47%-11.3pp | -0.03%-10.8pp | 418.13%-429.0pp |
| Employer contribution / active EE | $2,642 | $5,620-53.0% | $4,952-46.7% | $4,741-44.3% |
| Participant deferral / active EE | $13,358 | $6,447+107.2% | $5,638+136.9% | $6,400+108.7% |
| Admin fee / account holder | $43,854 | $18,091+142.4% | $14,675+198.8% | $11,427+283.8% |