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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $330,603 | $88,585+273.2% | $69,884+373.1% | $134,532+145.7% |
| Participation rate | 21.1% | 74.9%-53.9pp | 70.5%-49.4pp | 81.2%-60.2pp |
| Annual return | -15.48% | 442.80%-458.3pp | 190.81%-206.3pp | 418.27%-433.8pp |
| Employer contribution / active EE | $344 | $3,235-89.4% | $2,560-86.6% | $4,741-92.7% |
| Participant deferral / active EE | $658 | $4,770-86.2% | $3,848-82.9% | $6,401-89.7% |
| Admin fee / account holder | $6,578 | $10,441-37.0% | $6,266+5.0% | $11,429-42.4% |