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 | $259,146 | $91,525+183.1% | $130,026+99.3% | $75,181+244.7% |
| Participation rate | 65.5% | 71.4%-5.9pp | 78.5%-13.0pp | 67.2%-1.7pp |
| Annual return | 15.89% | -631.40%+647.3pp | -137.26%+153.2pp | 160.69%-144.8pp |
| Employer contribution / active EE | $2,058 | $2,844-27.6% | $4,321-52.4% | $2,671-22.9% |
| Participant deferral / active EE | $5,701 | $4,342+31.3% | $5,821-2.1% | $4,126+38.2% |
| Admin fee / account holder | $40,328 | $6,778+494.9% | $10,608+280.2% | $5,650+613.8% |