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 | $281,319 | $142,409+97.5% | $119,634+135.1% | $134,545+109.1% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -16.74% | -12.46%-4.3pp | -14.98%-1.8pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,741 | $5,224-66.7% | $4,232-58.9% | $4,742-63.3% |
| Participant deferral / active EE | $4,446 | $6,468-31.3% | $5,601-20.6% | $6,401-30.5% |
| Admin fee / account holder | $6,546 | $13,594-51.8% | $10,329-36.6% | $11,431-42.7% |