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 | $303,930 | $95,917+216.9% | $79,583+281.9% | $134,545+125.9% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -9.21% | -2.70%-6.5pp | 0.16%-9.4pp | 418.37%-427.6pp |
| Employer contribution / active EE | $642 | $3,129-79.5% | $2,414-73.4% | $4,742-86.5% |
| Participant deferral / active EE | $5,026 | $4,694+7.1% | $3,986+26.1% | $6,401-21.5% |
| Admin fee / account holder | $22,729 | $9,132+148.9% | $6,835+232.5% | $11,431+98.8% |