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 | $278,208 | $82,674+236.5% | $125,381+121.9% | $68,486+306.2% |
| Participation rate | 63.4% | 75.1%-11.6pp | 82.4%-19.0pp | 67.9%-4.5pp |
| Annual return | -17.20% | -5.97%-11.2pp | 572.31%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,364 | $6,111+20.5% | $7,448-1.1% | $4,028+82.8% |
| Admin fee / account holder | $6,468 | $6,277+3.0% | $10,007-35.4% | $5,404+19.7% |