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 | $398,422 | $69,518+473.1% | $59,887+565.3% | $135,379+194.3% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -8.84% | 7.95%-16.8pp | 3.46%-12.3pp | 519.79%-528.6pp |
| Employer contribution / active EE | $7,008 | $3,235+116.7% | $2,722+157.4% | $4,779+46.6% |
| Participant deferral / active EE | $10,008 | $4,204+138.0% | $3,402+194.2% | $5,609+78.4% |
| Admin fee / account holder | $19,729 | $5,734+244.1% | $3,591+449.4% | $10,828+82.2% |