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 | $632,546 | $67,372+838.9% | $60,906+938.6% | $134,532+370.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -13.79% | 50.05%-63.8pp | 16.94%-30.7pp | 418.27%-432.1pp |
| Employer contribution / active EE | $10,160 | $3,099+227.8% | $2,703+275.9% | $4,741+114.3% |
| Participant deferral / active EE | $10,840 | $4,532+139.2% | $3,814+184.2% | $6,401+69.4% |
| Admin fee / account holder | $22,983 | $4,588+400.9% | $3,227+612.2% | $11,429+101.1% |