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 | $400,903 | $92,684+332.6% | $82,706+384.7% | $134,509+198.0% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -16.08% | 945.84%-961.9pp | 701.76%-717.8pp | 418.13%-434.2pp |
| Employer contribution / active EE | $478 | $3,272-85.4% | $3,007-84.1% | $4,741-89.9% |
| Participant deferral / active EE | $3,826 | $4,800-20.3% | $4,394-12.9% | $6,400-40.2% |
| Admin fee / account holder | $20,667 | $5,982+245.5% | $5,329+287.9% | $11,427+80.9% |