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 | $435,434 | $158,852+174.1% | $121,220+259.2% | $135,379+221.6% |
| Participation rate | 7.1% | 79.3%-72.2pp | 71.8%-64.6pp | 82.6%-75.5pp |
| Annual return | -3.33% | -0.64%-2.7pp | 16.94%-20.3pp | 519.79%-523.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,843 | $6,515-41.0% | $5,021-23.5% | $10,828-64.5% |