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 | $437,885 | $67,352+550.1% | $60,899+619.0% | $134,509+225.5% |
| Participation rate | 11.1% | 76.2%-65.1pp | 73.1%-62.0pp | 81.2%-70.1pp |
| Annual return | -11.85% | 49.99%-61.8pp | 16.92%-28.8pp | 418.13%-430.0pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,050 | $4,539-76.9% | $3,817-72.5% | $6,400-83.6% |
| Admin fee / account holder | $5,470 | $4,585+19.3% | $3,225+69.6% | $11,427-52.1% |