Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $404,590 | $138,075+193.0% | $123,552+227.5% | $135,379+198.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.14% | 153.70%-156.8pp | 119.20%-122.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $13,576 | $5,152+163.5% | $4,628+193.3% | $4,779+184.1% |
| Participant deferral / active EE | $11,777 | $6,800+73.2% | $6,426+83.3% | $5,609+110.0% |
| Admin fee / account holder | $276,299 | $10,917+2430.9% | $9,285+2875.9% | $10,828+2451.7% |