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 | $346,899 | $129,960+166.9% | $104,299+232.6% | $134,545+157.8% |
| Participation rate | 25.0% | 79.5%-54.5pp | 73.3%-48.3pp | 81.2%-56.2pp |
| Annual return | -10.56% | 42.06%-52.6pp | 24.62%-35.2pp | 418.37%-428.9pp |
| Employer contribution / active EE | $1,291 | $4,186-69.2% | $3,373-61.7% | $4,742-72.8% |
| Participant deferral / active EE | $3,958 | $5,589-29.2% | $4,626-14.4% | $6,401-38.2% |
| Admin fee / account holder | $226,086 | $9,324+2324.9% | $7,339+2980.4% | $11,431+1877.9% |