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 | $324,242 | $167,352+93.7% | $143,788+125.5% | $134,509+141.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.97% | 0.47%-18.4pp | -0.03%-17.9pp | 418.13%-436.1pp |
| Employer contribution / active EE | $1,814 | $5,620-67.7% | $4,952-63.4% | $4,741-61.7% |
| Participant deferral / active EE | $12,950 | $6,447+100.9% | $5,638+129.7% | $6,400+102.3% |
| Admin fee / account holder | $2,565 | $18,091-85.8% | $14,675-82.5% | $11,427-77.6% |