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 | $377,269 | $100,805+274.3% | $86,698+335.2% | $134,532+180.4% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -19.48% | 29.09%-48.6pp | 35.95%-55.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,845 | $3,490-18.5% | $2,837+0.3% | $4,741-40.0% |
| Participant deferral / active EE | $10,139 | $5,339+89.9% | $4,656+117.8% | $6,401+58.4% |
| Admin fee / account holder | $1,238 | $10,925-88.7% | $7,493-83.5% | $11,429-89.2% |