Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $395,415 | $64,729+510.9% | $112,263+252.2% | $68,490+477.3% |
| Participation rate | 27.3% | 67.2%-39.9pp | 75.1%-47.8pp | 67.9%-40.6pp |
| Annual return | -15.27% | -11.40%-3.9pp | 27.49%-42.8pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,399 | $2,746-12.6% | $3,636-34.0% | $2,597-7.6% |
| Participant deferral / active EE | $4,576 | $3,566+28.3% | $4,729-3.2% | $4,028+13.6% |
| Admin fee / account holder | $68,915 | $5,222+1219.8% | $6,410+975.1% | $5,403+1175.5% |