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 | $604,333 | $105,867+470.8% | $90,760+565.9% | $134,532+349.2% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -5.87% | -10.99%+5.1pp | -12.16%+6.3pp | 418.27%-424.1pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,890 | $5,217-6.3% | $4,565+7.1% | $6,401-23.6% |
| Admin fee / account holder | $2,199 | $13,936-84.2% | $8,444-74.0% | $11,429-80.8% |