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 | $293,957 | $92,743+217.0% | $82,744+255.3% | $134,532+118.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -13.35% | 946.63%-960.0pp | 702.22%-715.6pp | 418.27%-431.6pp |
| Employer contribution / active EE | $2,850 | $3,273-12.9% | $3,008-5.3% | $4,741-39.9% |
| Participant deferral / active EE | $13,338 | $4,802+177.8% | $4,395+203.5% | $6,401+108.4% |
| Admin fee / account holder | $1,209 | $5,977-79.8% | $5,325-77.3% | $11,429-89.4% |