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 | $316,197 | $92,766+240.9% | $82,763+282.1% | $134,545+135.0% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -18.32% | 946.97%-965.3pp | 702.45%-720.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,936 | $3,273-40.8% | $3,008-35.6% | $4,742-59.2% |
| Participant deferral / active EE | $6,678 | $4,802+39.1% | $4,395+51.9% | $6,401+4.3% |
| Admin fee / account holder | $1,859 | $5,978-68.9% | $5,325-65.1% | $11,431-83.7% |