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 | $251,051 | $92,766+170.6% | $82,763+203.3% | $134,545+86.6% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -18.15% | 946.97%-965.1pp | 702.45%-720.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $446 | $3,273-86.4% | $3,008-85.2% | $4,742-90.6% |
| Participant deferral / active EE | $2,229 | $4,802-53.6% | $4,395-49.3% | $6,401-65.2% |
| Admin fee / account holder | $5,854 | $5,978-2.1% | $5,325+9.9% | $11,431-48.8% |