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 | $362,967 | $71,873+405.0% | $86,698+318.7% | $68,490+430.0% |
| Participation rate | 48.6% | 72.2%-23.7pp | 76.6%-28.0pp | 67.9%-19.3pp |
| Annual return | -17.71% | 3.54%-21.3pp | 35.96%-53.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $684 | $2,173-68.5% | $2,837-75.9% | $2,597-73.7% |
| Participant deferral / active EE | $3,266 | $3,779-13.6% | $4,656-29.9% | $4,028-18.9% |
| Admin fee / account holder | $31,416 | $6,110+414.1% | $7,492+319.3% | $5,403+481.5% |