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 | $326,034 | $105,866+208.0% | $90,766+259.2% | $134,545+142.3% |
| Participation rate | 45.5% | 78.3%-32.8pp | 75.7%-30.2pp | 81.2%-35.8pp |
| Annual return | -16.29% | -10.99%-5.3pp | -12.16%-4.1pp | 418.37%-434.7pp |
| Employer contribution / active EE | $880 | $3,464-74.6% | $2,922-69.9% | $4,742-81.4% |
| Participant deferral / active EE | $1,496 | $5,217-71.3% | $4,565-67.2% | $6,401-76.6% |
| Admin fee / account holder | $12,976 | $13,938-6.9% | $8,446+53.6% | $11,431+13.5% |