Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $322,954 | $67,823+376.2% | $52,425+516.0% | $137,256+135.3% |
| Participation rate | 7.1% | 63.9%-56.8pp | 55.6%-48.5pp | 80.0%-72.8pp |
| Annual return | 0.00% | 219.11%-219.1pp | 302.12%-302.1pp | 220.34%-220.3pp |
| Employer contribution / active EE | $439 | $1,163-62.2% | $914-51.9% | $4,156-89.4% |
| Participant deferral / active EE | $2,623 | $2,288+14.7% | $1,790+46.5% | $6,407-59.1% |
| Admin fee / account holder | $2,626 | $2,844-7.7% | $2,495+5.3% | $12,270-78.6% |