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 | $340,333 | $95,917+254.8% | $79,583+327.6% | $134,545+153.0% |
| Participation rate | 27.3% | 75.0%-47.8pp | 69.5%-42.2pp | 81.2%-54.0pp |
| Annual return | -13.82% | -2.70%-11.1pp | 0.16%-14.0pp | 418.37%-432.2pp |
| Employer contribution / active EE | $1,098 | $3,129-64.9% | $2,414-54.5% | $4,742-76.8% |
| Participant deferral / active EE | $3,872 | $4,694-17.5% | $3,986-2.9% | $6,401-39.5% |
| Admin fee / account holder | $9,644 | $9,132+5.6% | $6,835+41.1% | $11,431-15.6% |