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 | $361,723 | $82,674+337.5% | $125,381+188.5% | $68,486+428.2% |
| Participation rate | 64.4% | 75.1%-10.6pp | 82.4%-17.9pp | 67.9%-3.4pp |
| Annual return | -18.50% | -5.97%-12.5pp | 572.31%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $10,016 | $3,382+196.2% | $4,815+108.0% | $2,597+285.7% |
| Participant deferral / active EE | $7,604 | $6,111+24.4% | $7,448+2.1% | $4,028+88.8% |
| Admin fee / account holder | $6,054 | $6,277-3.5% | $10,007-39.5% | $5,404+12.0% |