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 | $294,133 | $90,607+224.6% | $79,467+270.1% | $135,380+117.3% |
| Participation rate | 55.6% | 76.0%-20.5pp | 73.3%-17.8pp | 82.6%-27.1pp |
| Annual return | -7.75% | 977.74%-985.5pp | 718.30%-726.1pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,521 | $3,068-50.4% | $2,800-45.7% | $4,779-68.2% |
| Participant deferral / active EE | $3,566 | $4,050-11.9% | $3,704-3.7% | $5,609-36.4% |
| Admin fee / account holder | $513 | $5,895-91.3% | $5,104-89.9% | $10,828-95.3% |